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LCBOX vs VSTSX
LCBOX vs VSTSX Comparison
Open Charts LCBOX vs VSTSX
ClearBridge Dividend Strategy 1
Price$30.48
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets8.57B
Vanguard Total Stock Mkt Idx Instl Sel
Price$293.19
Change-$4.92 (-1.65%)
VolumeN/A
Net Assets1.91T
LCBOX vs VSTSX Comparison Chart in %
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LCBOX vs. VSTSX commentary
Aug 02, 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 Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. LCBOX (8.58B). LCBOX pays higher dividends than VSTSX: LCBOX (1.46) vs VSTSX (1.20). LCBOX was incepted earlier than VSTSX: LCBOX (14 years) vs VSTSX (9 years). LCBOX (0.72) is less costly to investors than VSTSX (0.01). LCBOX is a more actively managed with annual turnover of: 19.00 vs. VSTSX (2.00). LCBOX has a lower initial minimum investment than VSTSX: LCBOX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 14.67 vs. LCBOX (2.32). VSTSX return over 5 years is better than : 89.43 vs. LCBOX (37.79).
| LCBOX | VSTSX | LCBOX / VSTSX | |
| Total Expense Ratio | 0.72 | 0.01 | 7,200% |
| Annual Report Gross Expense Ratio | 0.72 | 0.01 | 7,200% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 4.118 | 7.793 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.58B | 1.91T | 0% |
| Annual Yield % from dividends | 1.46 | 1.20 | 122% |
| Returns for 1 year | 2.32 | 14.67 | 16% |
| Returns for 3 years | 14.71 | 52.22 | 28% |
| Returns for 5 years | 37.79 | 89.43 | 42% |
| Returns for 10 years | 74.47 | N/A | - |