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LBRIX vs VSTSX
LBRIX vs VSTSX Comparison
Open Charts LBRIX vs VSTSX
ClearBridge Dividend Strategy FI
Price$32.32
Change-$0.13 (-0.40%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
LBRIX vs VSTSX Comparison Chart
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LBRIX vs. VSTSX commentary
Nov 18, 2024
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 StrongBuy and VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. LBRIX (8.51B). VSTSX pays higher dividends than LBRIX: VSTSX (1.36) vs LBRIX (1.14). LBRIX was incepted earlier than VSTSX: LBRIX (12 years) vs VSTSX (8 years). 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 : 30.56 vs. LBRIX (17.59). VSTSX return over 5 years is better than : 83.83 vs. LBRIX (31.99).
| LBRIX | VSTSX | LBRIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 17.514 | 22.443 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.51B | 1.73T | 0% |
| Annual Yield % from dividends | 1.14 | 1.36 | 84% |
| Returns for 1 year | 17.59 | 30.56 | 58% |
| Returns for 3 years | 2.42 | 19.98 | 12% |
| Returns for 5 years | 31.99 | 83.83 | 38% |
| Returns for 10 years | 74.01 | N/A | - |
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