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LCBEX vs VSTSX
LCBEX vs VSTSX Comparison
Open Charts LCBEX vs VSTSX
ClearBridge Dividend Strategy IS
Price$31.81
Change-$0.26 (-0.81%)
VolumeN/A
Net Assets8.46B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.63
Change-$5.37 (-1.86%)
VolumeN/A
Net Assets1.84T
LCBEX vs VSTSX Comparison Chart
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LCBEX vs. VSTSX commentary
Feb 23, 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. LCBEX (8.46B). LCBEX pays higher dividends than VSTSX: LCBEX (1.44) vs VSTSX (1.36). LCBEX was incepted earlier than VSTSX: LCBEX (12 years) vs VSTSX (9 years). LCBEX is a more actively managed with annual turnover of: 19.00 vs. VSTSX (2.00). LCBEX has a lower initial minimum investment than VSTSX: LCBEX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 17.63 vs. LCBEX (7.51). VSTSX return over 5 years is better than : 74.94 vs. LCBEX (26.83).
| LCBEX | VSTSX | LCBEX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 2.712 | 2.135 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 1.84T | 0% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 7.51 | 17.63 | 43% |
| Returns for 3 years | 10.64 | 36.87 | 29% |
| Returns for 5 years | 26.83 | 74.94 | 36% |
| Returns for 10 years | 67.93 | N/A | - |
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