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LCBOX vs VSTSX
LCBOX vs VSTSX Comparison
Open Charts LCBOX vs VSTSX
ClearBridge Dividend Strategy 1
Price$31.92
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets8.94B
Vanguard Total Stock Mkt Idx Instl Sel
Price$313.52
Change-$0.10 (-0.03%)
VolumeN/A
Net Assets1.95T
LCBOX vs VSTSX Comparison Chart in %
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LCBOX vs. VSTSX commentary
Oct 01, 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 Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.95T vs. LCBOX (8.94B). 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 : 16.07 vs. LCBOX (1.77). VSTSX return over 5 years is better than : 92.86 vs. LCBOX (40.16).
| 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 | 8.436 | 12.988 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 1.95T | 0% |
| Annual Yield % from dividends | 1.42 | 1.17 | 121% |
| Returns for 1 year | 1.77 | 16.07 | 11% |
| Returns for 3 years | 35.83 | 83.00 | 43% |
| Returns for 5 years | 40.16 | 92.86 | 43% |
| Returns for 10 years | 94.63 | N/A | - |
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