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LCILX vs VTSMX
LCILX vs VTSMX Comparison
Open Charts LCILX vs VTSMX
ClearBridge Sustainability Leaders IS
Price$26.49
Change+$0.20 (+0.76%)
VolumeN/A
Net Assets114.71M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
LCILX vs VTSMX Comparison Chart
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LCILX vs. VTSMX 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 LCILX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. LCILX (115M). VTSMX pays higher dividends than LCILX: VTSMX (1.26) vs LCILX (0.69). LCILX was incepted earlier than VTSMX: LCILX (10 years) vs VTSMX (33 years). LCILX is a more actively managed with annual turnover of: 41.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LCILX: VTSMX (3000) vs LCILX (1000000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. LCILX (11.19). VTSMX return over 5 years is better than : 76.07 vs. LCILX (58.97).
| LCILX | VTSMX | LCILX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 1.845 | 2.241 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 1.78T | 0% |
| Annual Yield % from dividends | 0.69 | 1.26 | 54% |
| Returns for 1 year | 11.19 | 25.24 | 44% |
| Returns for 3 years | 9.36 | 28.94 | 32% |
| Returns for 5 years | 58.97 | 76.07 | 78% |
| Returns for 10 years | N/A | 194.99 | - |
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