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LBRIX vs VSTSX
LBRIX vs VSTSX Comparison
Open Charts LBRIX vs VSTSX
ClearBridge Dividend Strategy FI
Price$30.28
Change-$0.25 (-0.82%)
VolumeN/A
Net Assets8.46B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.63
Change-$5.37 (-1.86%)
VolumeN/A
Net Assets1.84T
LBRIX vs VSTSX Comparison Chart
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LBRIX vs. VSTSX commentary
Feb 23, 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. LBRIX (8.46B). VSTSX pays higher dividends than LBRIX: VSTSX (1.36) vs LBRIX (1.14). LBRIX was incepted earlier than VSTSX: LBRIX (12 years) vs VSTSX (9 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 : 17.63 vs. LBRIX (6.60). VSTSX return over 5 years is better than : 74.94 vs. LBRIX (23.38).
| LBRIX | VSTSX | LBRIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 2.644 | 2.135 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 1.84T | 0% |
| Annual Yield % from dividends | 1.14 | 1.36 | 84% |
| Returns for 1 year | 6.60 | 17.63 | 37% |
| Returns for 3 years | 8.38 | 36.87 | 23% |
| Returns for 5 years | 23.38 | 74.94 | 31% |
| Returns for 10 years | 60.93 | N/A | - |
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