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LCBEX vs VTSAX
LCBEX vs VTSAX Comparison
Open Charts LCBEX vs VTSAX
ClearBridge Dividend Strategy IS
Price$33.88
Change+$0.14 (+0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$140.09
Change-$0.04 (-0.03%)
VolumeN/A
CapitalizationN/A
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LCBEX vs VTSAX Comparison Chart
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LCBEX vs. VTSAX commentary
Oct 18, 2024
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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.75T vs. LCBEX (8.54B). LCBEX pays higher dividends than VTSAX: LCBEX (1.44) vs VTSAX (1.35). LCBEX was incepted earlier than VTSAX: LCBEX (12 years) vs VTSAX (24 years). LCBEX is a more actively managed with annual turnover of: 19.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than LCBEX: VTSAX (3000) vs LCBEX (1000000). VTSAX annual gain was more profitable for investors over the last year : 35.18 vs. LCBEX (21.82). VTSAX return over 5 years is better than : 90.61 vs. LCBEX (38.91).
| LCBEX | VTSAX | LCBEX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 18.237 | 21.382 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.54B | 1.75T | 0% |
| Annual Yield % from dividends | 1.44 | 1.35 | 107% |
| Returns for 1 year | 21.82 | 35.18 | 62% |
| Returns for 3 years | 8.44 | 24.62 | 34% |
| Returns for 5 years | 38.91 | 90.61 | 43% |
| Returns for 10 years | 93.78 | 206.46 | 45% |
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