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LBRIX vs VSTSX
LBRIX vs VSTSX Comparison
Open Charts LBRIX vs VSTSX
ClearBridge Dividend Strategy FI
Price$31.42
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$270.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LBRIX vs VSTSX Comparison Chart
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LBRIX vs. VSTSX commentary
Sep 20, 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 Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. LBRIX (8.26B). VSTSX pays higher dividends than LBRIX: VSTSX (1.36) vs LBRIX (1.14). LBRIX was incepted earlier than VSTSX: LBRIX (11 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 : 25.91 vs. LBRIX (13.12). VSTSX return over 5 years is better than : 83.06 vs. LBRIX (29.54).
| LBRIX | VSTSX | LBRIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 12.992 | 16.934 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.26B | 1.72T | 0% |
| Annual Yield % from dividends | 1.14 | 1.36 | 84% |
| Returns for 1 year | 13.12 | 25.91 | 51% |
| Returns for 3 years | 4.41 | 21.39 | 21% |
| Returns for 5 years | 29.54 | 83.06 | 36% |
| Returns for 10 years | 71.40 | N/A | - |
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