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LCBOX vs VSMPX
LCBOX vs VSMPX Comparison
Open Charts LCBOX vs VSMPX
ClearBridge Dividend Strategy 1
Price$31.97
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets8.94B
Vanguard Total Stock Mkt Idx Instl Pls
Price$304.77
Change+$2.42 (+0.80%)
VolumeN/A
Net Assets2.02T
LCBOX vs VSMPX Comparison Chart in %
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LCBOX vs. VSMPX commentary
Oct 26, 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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. LCBOX (8.94B). LCBOX pays higher dividends than VSMPX: LCBOX (1.35) vs VSMPX (1.15). 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 : 16.89 vs. LCBOX (0.49). VSMPX return over 5 years is better than : 89.47 vs. LCBOX (37.26).
| 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 | 15 years | 11 years | - |
| Gain YTD | 9.016 | 15.268 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 2.02T | 0% |
| Annual Yield % from dividends | 1.35 | 1.15 | 118% |
| Returns for 1 year | 0.49 | 16.89 | 3% |
| Returns for 3 years | 27.20 | 73.51 | 37% |
| Returns for 5 years | 37.26 | 89.47 | 42% |
| Returns for 10 years | 83.90 | 217.94 | 38% |
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