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LCBEX vs VSMPX
LCBEX vs VSMPX Comparison
Open Charts LCBEX vs VSMPX
ClearBridge Dividend Strategy IS
Price$32.05
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets8.62B
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
LCBEX vs VSMPX Comparison Chart in %
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LCBEX vs. VSMPX commentary
Aug 08, 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 LCBEX is a Buy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. LCBEX (8.62B). LCBEX pays higher dividends than VSMPX: LCBEX (1.45) vs VSMPX (1.20). LCBEX was incepted earlier than VSMPX: LCBEX (12 years) vs VSMPX (10 years). LCBEX (0.66) is less costly to investors than VSMPX (0.02). 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 : 21.79 vs. LCBEX (6.81). VSMPX return over 5 years is better than : 83.98 vs. LCBEX (36.15).
| LCBEX | VSMPX | LCBEX / VSMPX | |
| Total Expense Ratio | 0.66 | 0.02 | 3,300% |
| Annual Report Gross Expense Ratio | 0.66 | 0.02 | 3,300% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 4.198 | 7.466 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 1.91T | 0% |
| Annual Yield % from dividends | 1.45 | 1.20 | 121% |
| Returns for 1 year | 6.81 | 21.79 | 31% |
| Returns for 3 years | 15.84 | 50.22 | 32% |
| Returns for 5 years | 36.15 | 83.98 | 43% |
| Returns for 10 years | 77.73 | 188.00 | 41% |
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