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LCBOX vs VSMPX
LCBOX vs VSMPX Comparison
Open Charts LCBOX vs VSMPX
ClearBridge Dividend Strategy 1
Price$30.47
Change-$0.24 (-0.78%)
VolumeN/A
Net Assets8.53B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
LCBOX vs VSMPX Comparison Chart
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LCBOX vs. VSMPX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. LCBOX (8.53B). LCBOX pays higher dividends than VSMPX: LCBOX (1.44) vs VSMPX (1.36). LCBOX was incepted earlier than VSMPX: LCBOX (14 years) vs VSMPX (10 years). 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 : 19.85 vs. LCBOX (9.04). VSMPX return over 5 years is better than : 78.20 vs. LCBOX (26.48).
| LCBOX | VSMPX | LCBOX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 3.810 | 4.071 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.53B | 1.84T | 0% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 9.04 | 19.85 | 46% |
| Returns for 3 years | 9.80 | 39.42 | 25% |
| Returns for 5 years | 26.48 | 78.20 | 34% |
| Returns for 10 years | 66.47 | N/A | - |
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