Interact to see
Advertisement
Advertisement
LCBOX vs VSMPX
LCBOX vs VSMPX Comparison
Open Charts LCBOX vs VSMPX
ClearBridge Dividend Strategy 1
Price$31.58
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets8.86B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
LCBOX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCBOX vs. VSMPX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. LCBOX (8.86B). LCBOX pays higher dividends than VSMPX: LCBOX (1.42) vs VSMPX (1.17). LCBOX was incepted earlier than VSMPX: LCBOX (14 years) vs VSMPX (10 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 : 18.05 vs. LCBOX (4.16). VSMPX return over 5 years is better than : 85.03 vs. LCBOX (36.30).
| LCBOX | VSMPX | LCBOX / VSMPX | |
| Total Expense Ratio | 0.72 | 0.02 | 3,600% |
| Annual Report Gross Expense Ratio | 0.72 | 0.02 | 3,600% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 7.348 | 10.358 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 1.95T | 0% |
| Annual Yield % from dividends | 1.42 | 1.17 | 121% |
| Returns for 1 year | 4.16 | 18.05 | 23% |
| Returns for 3 years | 22.90 | 63.71 | 36% |
| Returns for 5 years | 36.30 | 85.03 | 43% |
| Returns for 10 years | 91.52 | 214.57 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement