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LBRIX vs VSMPX
LBRIX vs VSMPX Comparison
Open Charts LBRIX vs VSMPX
ClearBridge Dividend Strategy FI
Price$30.13
Change+$0.12 (+0.40%)
VolumeN/A
Net Assets8.34B
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.07
Change+$0.99 (+0.37%)
VolumeN/A
Net Assets1.72T
LBRIX vs VSMPX Comparison Chart
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LBRIX vs. VSMPX commentary
May 31, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. LBRIX (8.35B). VSMPX pays higher dividends than LBRIX: VSMPX (1.37) vs LBRIX (1.08). 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 : 11.50 vs. LBRIX (5.31). VSMPX return over 5 years is better than : 88.70 vs. LBRIX (38.87).
| 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 | 1.997 | -0.157 | -1,271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.35B | 1.72T | 0% |
| Annual Yield % from dividends | 1.08 | 1.37 | 79% |
| Returns for 1 year | 5.31 | 11.50 | 46% |
| Returns for 3 years | 6.33 | 39.39 | 16% |
| Returns for 5 years | 38.87 | 88.70 | 44% |
| Returns for 10 years | 63.10 | 165.57 | 38% |
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