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LCBEX vs VSMPX
LCBEX vs VSMPX Comparison
Open Charts LCBEX vs VSMPX
ClearBridge Dividend Strategy IS
Price$33.83
Change-$0.14 (-0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
LCBEX vs VSMPX Comparison Chart
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LCBEX vs. VSMPX commentary
Nov 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 StrongBuy and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. LCBEX (8.51B). LCBEX pays higher dividends than VSMPX: LCBEX (1.44) vs VSMPX (1.36). LCBEX was incepted earlier than VSMPX: LCBEX (12 years) vs VSMPX (10 years). LCBEX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). LCBEX has a lower initial minimum investment than VSMPX: LCBEX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 30.55 vs. LCBEX (18.46). VSMPX return over 5 years is better than : 83.80 vs. LCBEX (35.32).
| LCBEX | VSMPX | LCBEX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 18.063 | 22.437 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.51B | 1.73T | 0% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 18.46 | 30.55 | 60% |
| Returns for 3 years | 4.49 | 19.95 | 23% |
| Returns for 5 years | 35.32 | 83.80 | 42% |
| Returns for 10 years | 80.75 | N/A | - |
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