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LCBOX vs VSTSX
LCBOX vs VSTSX Comparison
Open Charts LCBOX vs VSTSX
ClearBridge Dividend Strategy 1
Price$30.21
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets8.41B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
LCBOX vs VSTSX Comparison Chart
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LCBOX vs. VSTSX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. LCBOX (8.41B). 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 : 25.28 vs. LCBOX (10.33). VSTSX return over 5 years is better than : 76.20 vs. LCBOX (23.10).
| 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 | 1.854 | 2.247 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 1.78T | 0% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 10.33 | 25.28 | 41% |
| Returns for 3 years | 5.41 | 29.03 | 19% |
| Returns for 5 years | 23.10 | 76.20 | 30% |
| Returns for 10 years | 66.68 | N/A | - |
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