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LCBEX vs VSMPX
LCBEX vs VSMPX Comparison
Open Charts LCBEX vs VSMPX
ClearBridge Dividend Strategy IS
Price$32.65
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets8.72B
Vanguard Total Stock Mkt Idx Instl Pls
Price$296.06
Change-$2.08 (-0.70%)
VolumeN/A
Net Assets2.05T
LCBEX vs VSMPX Comparison Chart in %
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LCBEX vs. VSMPX commentary
Nov 20, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. LCBEX (8.72B). LCBEX pays higher dividends than VSMPX: LCBEX (1.37) vs VSMPX (1.12). LCBEX was incepted earlier than VSMPX: LCBEX (13 years) vs VSMPX (11 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 : 12.11 vs. LCBEX (-2.39). VSMPX return over 5 years is better than : 78.00 vs. LCBEX (31.50).
| 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 | 11 years | - |
| Gain YTD | 6.813 | 12.760 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.72B | 2.05T | 0% |
| Annual Yield % from dividends | 1.37 | 1.12 | 122% |
| Returns for 1 year | -2.39 | 12.11 | -20% |
| Returns for 3 years | 19.25 | 65.06 | 30% |
| Returns for 5 years | 31.50 | 78.00 | 40% |
| Returns for 10 years | 83.10 | 206.61 | 40% |
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