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LCBOX vs VSMPX
LCBOX vs VSMPX Comparison
Open Charts LCBOX vs VSMPX
ClearBridge Dividend Strategy 1
Price$31.61
Change+$0.01 (+0.03%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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LCBOX vs VSMPX Comparison Chart
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LCBOX vs. VSMPX commentary
Sep 21, 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 LCBOX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. LCBOX (8.33B). LCBOX pays higher dividends than VSMPX: LCBOX (1.44) vs VSMPX (1.36). LCBOX was incepted earlier than VSMPX: LCBOX (13 years) vs VSMPX (9 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 : 31.58 vs. LCBOX (16.96). VSMPX return over 5 years is better than : 85.73 vs. LCBOX (32.39).
| LCBOX | VSMPX | LCBOX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 14.368 | 18.661 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.33B | 1.72T | 0% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 16.96 | 31.58 | 54% |
| Returns for 3 years | 8.13 | 25.38 | 32% |
| Returns for 5 years | 32.39 | 85.73 | 38% |
| Returns for 10 years | 78.40 | N/A | - |
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