Interact to see
Advertisement
Advertisement
LCBEX vs VSMPX
LCBEX vs VSMPX Comparison
Open Charts LCBEX vs VSMPX
ClearBridge Dividend Strategy IS
Price$33.61
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets9.01B
Vanguard Total Stock Mkt Idx Instl Pls
Price$302.98
Change+$1.93 (+0.64%)
VolumeN/A
Net Assets2.02T
LCBEX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCBEX vs. VSMPX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. LCBEX (9.01B). LCBEX pays higher dividends than VSMPX: LCBEX (1.34) vs VSMPX (1.15). LCBEX was incepted earlier than VSMPX: LCBEX (13 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 : 16.79 vs. LCBEX (3.37). VSMPX return over 5 years is better than : 86.68 vs. LCBEX (39.22).
| 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 | 13 years | 10 years | - |
| Gain YTD | 9.588 | 13.861 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 2.02T | 0% |
| Annual Yield % from dividends | 1.34 | 1.15 | 117% |
| Returns for 1 year | 3.37 | 16.79 | 20% |
| Returns for 3 years | 36.62 | 81.30 | 45% |
| Returns for 5 years | 39.22 | 86.68 | 45% |
| Returns for 10 years | 93.67 | 219.76 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement