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LCBOX vs VSTSX
LCBOX vs VSTSX Comparison
Open Charts LCBOX vs VSTSX
ClearBridge Dividend Strategy 1
Price$31.00
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets8.51B
Vanguard Total Stock Mkt Idx Instl Sel
Price$290.81
Change+$1.39 (+0.48%)
VolumeN/A
Net Assets1.82T
LCBOX vs VSTSX Comparison Chart in %
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LCBOX vs. VSTSX commentary
Jun 29, 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: 1.82T vs. LCBOX (8.51B). LCBOX pays higher dividends than VSTSX: LCBOX (1.42) vs VSTSX (1.29). 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 : 12.77 vs. LCBOX (5.35). VSTSX return over 5 years is better than : 100.57 vs. LCBOX (47.85).
| 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 | 4.559 | 4.754 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.51B | 1.82T | 0% |
| Annual Yield % from dividends | 1.42 | 1.29 | 110% |
| Returns for 1 year | 5.35 | 12.77 | 42% |
| Returns for 3 years | 19.52 | 59.67 | 33% |
| Returns for 5 years | 47.85 | 100.57 | 48% |
| Returns for 10 years | 76.84 | N/A | - |
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