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LBRIX vs VTSAX
LBRIX vs VTSAX Comparison
Open Charts LBRIX vs VTSAX
ClearBridge Dividend Strategy FI
Price$32.76
Change+$0.16 (+0.49%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.36
Change+$0.63 (+0.44%)
VolumeN/A
CapitalizationN/A
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LBRIX vs VTSAX Comparison Chart
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LBRIX vs. VTSAX commentary
Nov 10, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. LBRIX (8.64B). VTSAX pays higher dividends than LBRIX: VTSAX (1.35) vs LBRIX (1.14). LBRIX was incepted earlier than VTSAX: LBRIX (11 years) vs VTSAX (24 years). LBRIX is a more actively managed with annual turnover of: 19.00 vs. VTSAX (2.00). LBRIX has a lower initial minimum investment than VTSAX: LBRIX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 38.57 vs. LBRIX (22.09). VTSAX return over 5 years is better than : 89.44 vs. LBRIX (35.04).
| LBRIX | VTSAX | LBRIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 19.114 | 25.082 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.64B | 1.73T | 0% |
| Annual Yield % from dividends | 1.14 | 1.35 | 84% |
| Returns for 1 year | 22.09 | 38.57 | 57% |
| Returns for 3 years | 3.66 | 22.87 | 16% |
| Returns for 5 years | 35.04 | 89.44 | 39% |
| Returns for 10 years | 77.17 | 194.58 | 40% |
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