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LBRIX vs VSMPX
LBRIX vs VSMPX Comparison
Open Charts LBRIX vs VSMPX
ClearBridge Dividend Strategy FI
Price$29.18
Change-$0.76 (-2.54%)
VolumeN/A
Net Assets8.35B
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
LBRIX vs VSMPX Comparison Chart
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LBRIX vs. VSMPX 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 LBRIX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. LBRIX (8.35B). VSMPX pays higher dividends than LBRIX: VSMPX (1.37) vs LBRIX (1.07). 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 : 8.06 vs. LBRIX (3.13). VSMPX return over 5 years is better than : 126.31 vs. LBRIX (65.09).
| 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 | 1.759 | -3.987 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.35B | 1.81T | 0% |
| Annual Yield % from dividends | 1.07 | 1.37 | 78% |
| Returns for 1 year | 3.13 | 8.06 | 39% |
| Returns for 3 years | 2.57 | 21.05 | 12% |
| Returns for 5 years | 65.09 | 126.31 | 52% |
| Returns for 10 years | 62.88 | N/A | - |
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