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SBPLX vs VSMPX
SBPLX vs VSMPX Comparison
Open Charts SBPLX vs VSMPX
ClearBridge Dividend Strategy C
Price$31.93
Change-$0.17 (-0.53%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.58
Change-$1.83 (-0.68%)
VolumeN/A
CapitalizationN/A
SBPLX vs VSMPX Comparison Chart
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SBPLX vs. VSMPX commentary
Nov 15, 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 SBPLX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. SBPLX (8.59B). VSMPX pays higher dividends than SBPLX: VSMPX (1.36) vs SBPLX (0.56). SBPLX was incepted earlier than VSMPX: SBPLX (26 years) vs VSMPX (10 years). 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 : 32.25 vs. SBPLX (17.36). VSMPX return over 5 years is better than : 86.22 vs. SBPLX (28.36).
| SBPLX | VSMPX | SBPLX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 17.387 | 24.054 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.59B | 1.73T | 0% |
| Annual Yield % from dividends | 0.56 | 1.36 | 41% |
| Returns for 1 year | 17.36 | 32.25 | 54% |
| Returns for 3 years | 0.61 | 22.04 | 3% |
| Returns for 5 years | 28.36 | 86.22 | 33% |
| Returns for 10 years | 67.09 | N/A | - |
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