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SBPLX vs VSMPX
SBPLX vs VSMPX Comparison
Open Charts SBPLX vs VSMPX
ClearBridge Dividend Strategy C
Price$31.42
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets9.01B
Vanguard Total Stock Mkt Idx Instl Pls
Price$302.98
Change+$1.93 (+0.64%)
VolumeN/A
Net Assets2.02T
SBPLX vs VSMPX Comparison Chart in %
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SBPLX vs. VSMPX commentary
Oct 09, 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 SBPLX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. SBPLX (9.01B). VSMPX pays higher dividends than SBPLX: VSMPX (1.15) vs SBPLX (0.45). SBPLX was incepted earlier than VSMPX: SBPLX (27 years) vs VSMPX (10 years). SBPLX (1.74) is less costly to investors than VSMPX (0.02). SBPLX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). SBPLX has a lower initial minimum investment than VSMPX: SBPLX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.79 vs. SBPLX (1.64). VSMPX return over 5 years is better than : 86.68 vs. SBPLX (30.00).
| SBPLX | VSMPX | SBPLX / VSMPX | |
| Total Expense Ratio | 1.74 | 0.02 | 8,700% |
| Annual Report Gross Expense Ratio | 1.74 | 0.02 | 8,700% |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 8.510 | 13.861 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 2.02T | 0% |
| Annual Yield % from dividends | 0.45 | 1.15 | 39% |
| Returns for 1 year | 1.64 | 16.79 | 10% |
| Returns for 3 years | 30.69 | 81.30 | 38% |
| Returns for 5 years | 30.00 | 86.68 | 35% |
| Returns for 10 years | 74.77 | 219.76 | 34% |
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