LCBOX
Price
$31.23
Change
-$0.05 (-0.16%)
Updated
Nov 18 closing price
Net Assets
8.72B
VSMPX
Price
$296.06
Change
-$2.08 (-0.70%)
Updated
Nov 18 closing price
Net Assets
2.05T
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LCBOX vs VSMPX

Header iconLCBOX vs VSMPX Comparison
Open Charts LCBOX vs VSMPXBanner chart's image
ClearBridge Dividend Strategy 1
Price$31.23
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets8.72B
Vanguard Total Stock Mkt Idx Instl Pls
Price$296.06
Change-$2.08 (-0.70%)
VolumeN/A
Net Assets2.05T
LCBOX vs VSMPX Comparison Chart in %
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VS
LCBOX vs. VSMPX commentary
Nov 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 LCBOX is a Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. LCBOX (8.72B). LCBOX pays higher dividends than VSMPX: LCBOX (1.37) vs VSMPX (1.12). LCBOX was incepted earlier than VSMPX: LCBOX (15 years) vs VSMPX (11 years). LCBOX (0.72) is less costly to investors than VSMPX (0.02). LCBOX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). LCBOX has a lower initial minimum investment than VSMPX: LCBOX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 12.11 vs. LCBOX (-2.82). VSMPX return over 5 years is better than : 78.00 vs. LCBOX (29.65).
LCBOXVSMPXLCBOX / VSMPX
Total Expense Ratio0.720.023,600%
Annual Report Gross Expense Ratio0.720.023,600%
Fund Existence15 years11 years-
Gain YTD6.66412.76052%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.72B2.05T0%
Annual Yield % from dividends1.371.12122%
Returns for 1 year-2.8212.11-23%
Returns for 3 years18.1065.0628%
Returns for 5 years29.6578.0038%
Returns for 10 years78.92206.6138%
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