Interact to see
Advertisement
Advertisement
LMPPX vs VTSAX
LMPPX vs VTSAX Comparison
Open Charts LMPPX vs VTSAX
ClearBridge Appreciation R
Price$39.21
Change-$0.62 (-1.56%)
VolumeN/A
Net Assets9.75B
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
LMPPX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMPPX vs. VTSAX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMPPX is a Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. LMPPX (9.75B). VTSAX pays higher dividends than LMPPX: VTSAX (1.11) vs LMPPX (0.09). LMPPX was incepted earlier than VTSAX: LMPPX (19 years) vs VTSAX (25 years). LMPPX (1.24) is less costly to investors than VTSAX (0.04). LMPPX is a more actively managed with annual turnover of: 17.00 vs. VTSAX (2.00). LMPPX has a lower initial minimum investment than VTSAX: LMPPX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.52 vs. LMPPX (4.26). VTSAX return over 5 years is better than : 80.80 vs. LMPPX (39.83).
| LMPPX | VTSAX | LMPPX / VTSAX | |
| Total Expense Ratio | 1.24 | 0.04 | 3,100% |
| Annual Report Gross Expense Ratio | 1.24 | 0.04 | 3,100% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 14.685 | 13.952 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 2.05T | 0% |
| Annual Yield % from dividends | 0.09 | 1.11 | 8% |
| Returns for 1 year | 4.26 | 11.52 | 37% |
| Returns for 3 years | 35.81 | 66.89 | 54% |
| Returns for 5 years | 39.83 | 80.80 | 49% |
| Returns for 10 years | 99.99 | 225.71 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement