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LMPPX vs VTSMX
LMPPX vs VTSMX Comparison
Open Charts LMPPX vs VTSMX
ClearBridge Appreciation R
Price$39.21
Change-$0.62 (-1.56%)
VolumeN/A
Net Assets9.75B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
LMPPX vs VTSMX Comparison Chart in %
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LMPPX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. LMPPX (9.75B). VTSMX pays higher dividends than LMPPX: VTSMX (1.02) vs LMPPX (0.09). LMPPX was incepted earlier than VTSMX: LMPPX (19 years) vs VTSMX (34 years). LMPPX (1.24) is less costly to investors than VTSMX (0.14). LMPPX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). LMPPX has a lower initial minimum investment than VTSMX: LMPPX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. LMPPX (4.26). VTSMX return over 5 years is better than : 83.98 vs. LMPPX (39.83).
| LMPPX | VTSMX | LMPPX / VTSMX | |
| Total Expense Ratio | 1.24 | 0.14 | 886% |
| Annual Report Gross Expense Ratio | 1.24 | 0.14 | 886% |
| Fund Existence | 19 years | 34 years | - |
| Gain YTD | 14.685 | 15.972 | 92% |
| 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 | 1.02 | 9% |
| Returns for 1 year | 4.26 | 13.42 | 32% |
| Returns for 3 years | 35.81 | 68.22 | 52% |
| Returns for 5 years | 39.83 | 83.98 | 47% |
| Returns for 10 years | 99.99 | 235.40 | 42% |
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