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LCBEX vs VSTSX
LCBEX vs VSTSX Comparison
Open Charts LCBEX vs VSTSX
ClearBridge Dividend Strategy IS
Price$33.61
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets9.01B
Vanguard Total Stock Mkt Idx Instl Sel
Price$318.01
Change+$2.02 (+0.64%)
VolumeN/A
Net Assets2.02T
LCBEX vs VSTSX Comparison Chart in %
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LCBEX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.02T vs. LCBEX (9.01B). LCBEX pays higher dividends than VSTSX: LCBEX (1.34) vs VSTSX (1.15). LCBEX was incepted earlier than VSTSX: LCBEX (13 years) vs VSTSX (9 years). LCBEX (0.66) is less costly to investors than VSTSX (0.01). 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 : 16.79 vs. LCBEX (3.37). VSTSX return over 5 years is better than : 86.74 vs. LCBEX (39.22).
| LCBEX | VSTSX | LCBEX / VSTSX | |
| Total Expense Ratio | 0.66 | 0.01 | 6,600% |
| Annual Report Gross Expense Ratio | 0.66 | 0.01 | 6,600% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 9.588 | 13.865 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| 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 | 81.34 | 45% |
| Returns for 5 years | 39.22 | 86.74 | 45% |
| Returns for 10 years | 93.67 | N/A | - |
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