Interact to see
Advertisement
Advertisement
LBRIX vs VSMPX
LBRIX vs VSMPX Comparison
Open Charts LBRIX vs VSMPX
ClearBridge Dividend Strategy FI
Price$31.03
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets8.72B
Vanguard Total Stock Mkt Idx Instl Pls
Price$296.06
Change-$2.08 (-0.70%)
VolumeN/A
Net Assets2.05T
LBRIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LBRIX vs. VSMPX commentary
Nov 20, 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: 2.05T vs. LBRIX (8.72B). VSMPX pays higher dividends than LBRIX: VSMPX (1.12) vs LBRIX (1.03). LBRIX was incepted earlier than VSMPX: LBRIX (13 years) vs VSMPX (11 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 : 12.11 vs. LBRIX (-3.28). VSMPX return over 5 years is better than : 78.00 vs. LBRIX (27.44).
| 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 | 13 years | 11 years | - |
| Gain YTD | 6.266 | 12.760 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.72B | 2.05T | 0% |
| Annual Yield % from dividends | 1.03 | 1.12 | 92% |
| Returns for 1 year | -3.28 | 12.11 | -27% |
| Returns for 3 years | 16.60 | 65.06 | 26% |
| Returns for 5 years | 27.44 | 78.00 | 35% |
| Returns for 10 years | 74.80 | 206.61 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement