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LBRIX vs VSTSX
LBRIX vs VSTSX Comparison
Open Charts LBRIX vs VSTSX
ClearBridge Dividend Strategy FI
Price$29.18
Change-$0.76 (-2.54%)
VolumeN/A
Net Assets8.35B
Vanguard Total Stock Mkt Idx Instl Sel
Price$253.01
Change-$13.54 (-5.08%)
VolumeN/A
Net Assets1.81T
LBRIX vs VSTSX Comparison Chart
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LBRIX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. LBRIX (8.35B). VSTSX pays higher dividends than LBRIX: VSTSX (1.37) vs LBRIX (1.07). LBRIX was incepted earlier than VSTSX: LBRIX (12 years) vs VSTSX (9 years). LBRIX (1.42) is less costly to investors than VSTSX (0.01). LBRIX is a more actively managed with annual turnover of: 19.00 vs. VSTSX (2.00). LBRIX has a lower initial minimum investment than VSTSX: LBRIX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 8.07 vs. LBRIX (3.13). VSTSX return over 5 years is better than : 126.39 vs. LBRIX (65.09).
| LBRIX | VSTSX | LBRIX / VSTSX | |
| Total Expense Ratio | 1.15 | 0.01 | 11,500% |
| Annual Report Gross Expense Ratio | 1.42 | 0.01 | 14,200% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 1.759 | -3.985 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| 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 | 8.07 | 39% |
| Returns for 3 years | 2.57 | 21.09 | 12% |
| Returns for 5 years | 65.09 | 126.39 | 51% |
| Returns for 10 years | 62.88 | N/A | - |
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