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LCBEX vs VSMPX
LCBEX vs VSMPX Comparison
Open Charts LCBEX vs VSMPX
ClearBridge Dividend Strategy IS
Price$30.64
Change-$0.80 (-2.54%)
VolumeN/A
Net Assets8.35B
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
LCBEX vs VSMPX Comparison Chart
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LCBEX vs. VSMPX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. LCBEX (8.35B). LCBEX pays higher dividends than VSMPX: LCBEX (1.44) vs VSMPX (1.37). LCBEX was incepted earlier than VSMPX: LCBEX (12 years) vs VSMPX (10 years). LCBEX (0.67) 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 : 8.06 vs. LCBEX (4.05). VSMPX return over 5 years is better than : 126.31 vs. LCBEX (69.84).
| LCBEX | VSMPX | LCBEX / VSMPX | |
| Total Expense Ratio | 0.67 | 0.02 | 3,350% |
| Annual Report Gross Expense Ratio | 0.67 | 0.02 | 3,350% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 1.884 | -3.987 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.35B | 1.81T | 0% |
| Annual Yield % from dividends | 1.44 | 1.37 | 105% |
| Returns for 1 year | 4.05 | 8.06 | 50% |
| Returns for 3 years | 4.74 | 21.05 | 23% |
| Returns for 5 years | 69.84 | 126.31 | 55% |
| Returns for 10 years | 70.15 | N/A | - |