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LBRIX vs VTSMX
LBRIX vs VTSMX Comparison
Open Charts LBRIX vs VTSMX
ClearBridge Dividend Strategy FI
Price$31.42
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LBRIX vs VTSMX Comparison Chart
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LBRIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. LBRIX (8.26B). VTSMX pays higher dividends than LBRIX: VTSMX (1.26) vs LBRIX (1.14). LBRIX was incepted earlier than VTSMX: LBRIX (11 years) vs VTSMX (32 years). LBRIX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). LBRIX has a lower initial minimum investment than VTSMX: LBRIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.89 vs. LBRIX (13.12). VTSMX return over 5 years is better than : 82.93 vs. LBRIX (29.54).
| LBRIX | VTSMX | LBRIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 12.992 | 16.884 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.26B | 1.72T | 0% |
| Annual Yield % from dividends | 1.14 | 1.26 | 90% |
| Returns for 1 year | 13.12 | 25.89 | 51% |
| Returns for 3 years | 4.41 | 21.33 | 21% |
| Returns for 5 years | 29.54 | 82.93 | 36% |
| Returns for 10 years | 71.40 | 178.97 | 40% |
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