Interact to see
Advertisement
Advertisement
LBRIX vs VSMPX
LBRIX vs VSMPX Comparison
Open Charts LBRIX vs VSMPX
ClearBridge Dividend Strategy FI
Price$30.47
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets8.62B
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
LBRIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LBRIX vs. VSMPX commentary
Aug 08, 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 LBRIX is a Buy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. LBRIX (8.62B). VSMPX pays higher dividends than LBRIX: VSMPX (1.20) vs LBRIX (1.09). LBRIX was incepted earlier than VSMPX: LBRIX (12 years) vs VSMPX (10 years). LBRIX (1.27) is less costly to investors than VSMPX (0.02). LBRIX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). LBRIX has a lower initial minimum investment than VSMPX: LBRIX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 21.79 vs. LBRIX (5.87). VSMPX return over 5 years is better than : 83.98 vs. LBRIX (32.11).
| LBRIX | VSMPX | LBRIX / VSMPX | |
| Total Expense Ratio | 1.15 | 0.02 | 5,750% |
| Annual Report Gross Expense Ratio | 1.27 | 0.02 | 6,350% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 3.831 | 7.466 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 1.91T | 0% |
| Annual Yield % from dividends | 1.09 | 1.20 | 91% |
| Returns for 1 year | 5.87 | 21.79 | 27% |
| Returns for 3 years | 13.33 | 50.22 | 27% |
| Returns for 5 years | 32.11 | 83.98 | 38% |
| Returns for 10 years | 69.84 | 188.00 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FILG | 4.15 | 0.40 | +10.67% |
| Grayscale Filecoin Trust (FIL) | |||
| IIF | 26.91 | 0.19 | +0.73% |
| Morgan Stanley India Investment Fund | |||
| VTEC | 97.33 | 0.08 | +0.08% |
| Vanguard California Tax-Exempt Bond ETF | |||
| NBCR | 29.35 | 0.01 | +0.03% |
| Neuberger Berman Core Equity ETF | |||
| XSHD | 13.06 | N/A | N/A |
| Invesco S&P SmallCap Hi Div Low Vol ETF | |||