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LBRIX vs VSMPX
LBRIX vs VSMPX Comparison
Open Charts LBRIX vs VSMPX
ClearBridge Dividend Strategy FI
Price$29.28
Change-$0.25 (-0.85%)
VolumeN/A
Net Assets8.24B
Vanguard Total Stock Mkt Idx Instl Pls
Price$251.25
Change+$1.18 (+0.47%)
VolumeN/A
Net Assets1.81T
LBRIX vs VSMPX Comparison Chart
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LBRIX vs. VSMPX commentary
Mar 13, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. LBRIX (8.24B). VSMPX pays higher dividends than LBRIX: VSMPX (1.25) vs LBRIX (1.09). LBRIX was incepted earlier than VSMPX: LBRIX (12 years) vs VSMPX (10 years). LBRIX (1.42) 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 : 8.63 vs. LBRIX (2.64). VSMPX return over 5 years is better than : 121.90 vs. LBRIX (61.39).
| LBRIX | VSMPX | LBRIX / VSMPX | |
| Total Expense Ratio | 1.15 | 0.02 | 5,750% |
| Annual Report Gross Expense Ratio | 1.42 | 0.02 | 7,100% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 0.102 | -4.876 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.24B | 1.81T | 0% |
| Annual Yield % from dividends | 1.09 | 1.25 | 87% |
| Returns for 1 year | 2.64 | 8.63 | 31% |
| Returns for 3 years | 7.57 | 30.45 | 25% |
| Returns for 5 years | 61.39 | 121.90 | 50% |
| Returns for 10 years | 61.43 | N/A | - |
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