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LCBEX vs VSTSX
LCBEX vs VSTSX Comparison
Open Charts LCBEX vs VSTSX
ClearBridge Dividend Strategy IS
Price$31.54
Change+$0.20 (+0.64%)
VolumeN/A
Net Assets8.41B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
LCBEX vs VSTSX Comparison Chart
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LCBEX vs. VSTSX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. LCBEX (8.41B). 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 : 25.28 vs. LCBEX (10.76). VSTSX return over 5 years is better than : 76.20 vs. LCBEX (24.77).
| 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 | 1.840 | 2.247 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 1.78T | 0% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 10.76 | 25.28 | 43% |
| Returns for 3 years | 6.40 | 29.03 | 22% |
| Returns for 5 years | 24.77 | 76.20 | 33% |
| Returns for 10 years | 70.32 | N/A | - |