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LCBEX vs VITSX
LCBEX vs VITSX Comparison
Open Charts LCBEX vs VITSX
ClearBridge Dividend Strategy IS
Price$33.88
Change+$0.14 (+0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$140.11
Change-$0.04 (-0.03%)
VolumeN/A
CapitalizationN/A
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LCBEX vs VITSX Comparison Chart
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LCBEX vs. VITSX commentary
Oct 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 LCBEX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.75T vs. LCBEX (8.54B). LCBEX pays higher dividends than VITSX: LCBEX (1.44) vs VITSX (1.36). LCBEX was incepted earlier than VITSX: LCBEX (12 years) vs VITSX (27 years). LCBEX is a more actively managed with annual turnover of: 19.00 vs. VITSX (2.00). LCBEX has a lower initial minimum investment than VITSX: LCBEX (1000000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 35.19 vs. LCBEX (21.82). VITSX return over 5 years is better than : 90.59 vs. LCBEX (38.91).
| LCBEX | VITSX | LCBEX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 18.237 | 21.379 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.54B | 1.75T | 0% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 21.82 | 35.19 | 62% |
| Returns for 3 years | 8.44 | 24.63 | 34% |
| Returns for 5 years | 38.91 | 90.59 | 43% |
| Returns for 10 years | 93.78 | 206.46 | 45% |
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