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CLSUX vs VTSMX
CLSUX vs VTSMX Comparison
Open Charts CLSUX vs VTSMX
ClearBridge Sustainability Leaders A
Price$23.13
Change-$1.14 (-4.70%)
VolumeN/A
Net Assets98.33M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
CLSUX vs VTSMX Comparison Chart
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CLSUX vs. VTSMX commentary
Apr 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 CLSUX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. CLSUX (98.3M). VTSMX pays higher dividends than CLSUX: VTSMX (1.25) vs CLSUX (0.09). CLSUX was incepted earlier than VTSMX: CLSUX (9 years) vs VTSMX (33 years). CLSUX (1.27) is less costly to investors than VTSMX (0.14). CLSUX is a more actively managed with annual turnover of: 41.00 vs. VTSMX (2.00). CLSUX has a lower initial minimum investment than VTSMX: CLSUX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.05 vs. CLSUX (-5.61). VTSMX return over 5 years is better than : 126.23 vs. CLSUX (81.24).
| CLSUX | VTSMX | CLSUX / VTSMX | |
| Total Expense Ratio | 1.20 | 0.14 | 857% |
| Annual Report Gross Expense Ratio | 1.27 | 0.14 | 907% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -6.201 | -3.986 | 156% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.3M | 1.81T | 0% |
| Annual Yield % from dividends | 0.09 | 1.25 | 7% |
| Returns for 1 year | -5.61 | 8.05 | -70% |
| Returns for 3 years | 1.61 | 21.01 | 8% |
| Returns for 5 years | 81.24 | 126.23 | 64% |
| Returns for 10 years | N/A | 166.80 | - |
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