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LCBEX vs VSTSX
LCBEX vs VSTSX Comparison
Open Charts LCBEX vs VSTSX
ClearBridge Dividend Strategy IS
Price$30.64
Change-$0.80 (-2.54%)
VolumeN/A
Net Assets8.35B
Vanguard Total Stock Mkt Idx Instl Sel
Price$253.01
Change-$13.54 (-5.08%)
VolumeN/A
Net Assets1.81T
LCBEX vs VSTSX Comparison Chart
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LCBEX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. LCBEX (8.35B). LCBEX pays higher dividends than VSTSX: LCBEX (1.44) vs VSTSX (1.37). LCBEX was incepted earlier than VSTSX: LCBEX (12 years) vs VSTSX (9 years). LCBEX (0.67) 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 : 8.07 vs. LCBEX (4.05). VSTSX return over 5 years is better than : 126.39 vs. LCBEX (69.84).
| LCBEX | VSTSX | LCBEX / VSTSX | |
| Total Expense Ratio | 0.67 | 0.01 | 6,700% |
| Annual Report Gross Expense Ratio | 0.67 | 0.01 | 6,700% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 1.884 | -3.985 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| 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 | 8.07 | 50% |
| Returns for 3 years | 4.74 | 21.09 | 22% |
| Returns for 5 years | 69.84 | 126.39 | 55% |
| Returns for 10 years | 70.15 | N/A | - |
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