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LCBOX vs VTSMX
LCBOX vs VTSMX Comparison
Open Charts LCBOX vs VTSMX
ClearBridge Dividend Strategy 1
Price$31.61
Change+$0.01 (+0.03%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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LCBOX vs VTSMX Comparison Chart
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LCBOX vs. VTSMX commentary
Sep 21, 2024
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. LCBOX (8.33B). LCBOX pays higher dividends than VTSMX: LCBOX (1.44) vs VTSMX (1.26). LCBOX was incepted earlier than VTSMX: LCBOX (13 years) vs VTSMX (32 years). LCBOX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). LCBOX has a lower initial minimum investment than VTSMX: LCBOX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. LCBOX (16.96). VTSMX return over 5 years is better than : 85.64 vs. LCBOX (32.39).
| LCBOX | VTSMX | LCBOX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 14.368 | 18.617 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.33B | 1.72T | 0% |
| Annual Yield % from dividends | 1.44 | 1.26 | 114% |
| Returns for 1 year | 16.96 | 31.53 | 54% |
| Returns for 3 years | 8.13 | 25.35 | 32% |
| Returns for 5 years | 32.39 | 85.64 | 38% |
| Returns for 10 years | 78.40 | 187.59 | 42% |