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LMPPX vs VTSMX
LMPPX vs VTSMX Comparison
Open Charts LMPPX vs VTSMX
ClearBridge Appreciation R
Price$39.73
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets9.66B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
LMPPX vs VTSMX Comparison Chart in %
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LMPPX vs. VTSMX commentary
Dec 04, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. LMPPX (9.66B). 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 : 11.43 vs. LMPPX (2.55). VTSMX return over 5 years is better than : 77.17 vs. LMPPX (36.89).
| 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 | 14.339 | 15.489 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.66B | 2.05T | 0% |
| Annual Yield % from dividends | 0.09 | 1.02 | 9% |
| Returns for 1 year | 2.55 | 11.43 | 22% |
| Returns for 3 years | 31.31 | 64.40 | 49% |
| Returns for 5 years | 36.89 | 77.17 | 48% |
| Returns for 10 years | 93.06 | 223.01 | 42% |
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