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LBRIX vs VSMPX
LBRIX vs VSMPX Comparison
Open Charts LBRIX vs VSMPX
ClearBridge Dividend Strategy FI
Price$31.91
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets9.02B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.05
Change-$1.43 (-0.47%)
VolumeN/A
Net Assets2.02T
LBRIX vs VSMPX Comparison Chart in %
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LBRIX vs. VSMPX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. LBRIX (9.02B). VSMPX pays higher dividends than LBRIX: VSMPX (1.15) vs LBRIX (1.01). 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 : 18.36 vs. LBRIX (2.88). VSMPX return over 5 years is better than : 89.16 vs. LBRIX (35.73).
| 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 | 9.207 | 14.402 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.02B | 2.02T | 0% |
| Annual Yield % from dividends | 1.01 | 1.15 | 88% |
| Returns for 1 year | 2.88 | 18.36 | 16% |
| Returns for 3 years | 33.77 | 82.16 | 41% |
| Returns for 5 years | 35.73 | 89.16 | 40% |
| Returns for 10 years | 85.04 | 221.28 | 38% |
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