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LCBOX vs VSTSX
LCBOX vs VSTSX Comparison
Open Charts LCBOX vs VSTSX
ClearBridge Dividend Strategy 1
Price$30.47
Change-$0.24 (-0.78%)
VolumeN/A
Net Assets8.46B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.63
Change-$5.37 (-1.86%)
VolumeN/A
Net Assets1.84T
LCBOX vs VSTSX Comparison Chart
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LCBOX vs. VSTSX 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. LCBOX (8.46B). LCBOX pays higher dividends than VSTSX: LCBOX (1.44) vs VSTSX (1.36). LCBOX was incepted earlier than VSTSX: LCBOX (14 years) vs VSTSX (9 years). 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 : 19.86 vs. LCBOX (7.96). VSTSX return over 5 years is better than : 78.26 vs. LCBOX (26.15).
| LCBOX | VSTSX | LCBOX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 3.540 | 4.069 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 1.84T | 0% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 7.96 | 19.86 | 40% |
| Returns for 3 years | 10.48 | 39.46 | 27% |
| Returns for 5 years | 26.15 | 78.26 | 33% |
| Returns for 10 years | 65.64 | N/A | - |
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