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LMPPX vs VTSMX
LMPPX vs VTSMX Comparison
Open Charts LMPPX vs VTSMX
ClearBridge Appreciation R
Price$35.78
Change-$0.37 (-1.02%)
VolumeN/A
Net Assets8.94B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
LMPPX vs VTSMX Comparison Chart
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LMPPX vs. VTSMX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. LMPPX (8.94B). VTSMX pays higher dividends than LMPPX: VTSMX (1.18) vs LMPPX (0.10). LMPPX was incepted earlier than VTSMX: LMPPX (18 years) vs VTSMX (33 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 : 10.06 vs. LMPPX (2.09). VTSMX return over 5 years is better than : 91.36 vs. LMPPX (49.30).
| LMPPX | VTSMX | LMPPX / VTSMX | |
| Total Expense Ratio | 1.24 | 0.14 | 886% |
| Annual Report Gross Expense Ratio | 1.24 | 0.14 | 886% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 3.023 | 1.349 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 1.82T | 0% |
| Annual Yield % from dividends | 0.10 | 1.18 | 8% |
| Returns for 1 year | 2.09 | 10.06 | 21% |
| Returns for 3 years | 31.13 | 57.59 | 54% |
| Returns for 5 years | 49.30 | 91.36 | 54% |
| Returns for 10 years | 76.29 | 178.92 | 43% |
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