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LCBOX vs VSTSX
LCBOX vs VSTSX Comparison
Open Charts LCBOX vs VSTSX
ClearBridge Dividend Strategy 1
Price$31.58
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets8.86B
Vanguard Total Stock Mkt Idx Instl Sel
Price$306.33
Change-$0.60 (-0.20%)
VolumeN/A
Net Assets1.95T
LCBOX vs VSTSX Comparison Chart in %
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LCBOX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.95T vs. LCBOX (8.86B). LCBOX pays higher dividends than VSTSX: LCBOX (1.42) vs VSTSX (1.17). 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 : 18.06 vs. LCBOX (4.16). VSTSX return over 5 years is better than : 85.09 vs. LCBOX (36.30).
| 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 | 7.348 | 10.361 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| 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 | 18.06 | 23% |
| Returns for 3 years | 22.90 | 63.76 | 36% |
| Returns for 5 years | 36.30 | 85.09 | 43% |
| Returns for 10 years | 91.52 | N/A | - |
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