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SBPLX vs VSMPX
SBPLX vs VSMPX Comparison
Open Charts SBPLX vs VSMPX
ClearBridge Dividend Strategy C
Price$27.60
Change-$0.63 (-2.23%)
VolumeN/A
Net Assets7.99B
Vanguard Total Stock Mkt Idx Instl Pls
Price$235.02
Change-$8.64 (-3.55%)
VolumeN/A
Net Assets1.7T
SBPLX vs VSMPX Comparison Chart
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SBPLX vs. VSMPX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. SBPLX (7.99B). VSMPX pays higher dividends than SBPLX: VSMPX (1.37) vs SBPLX (0.48). 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 : 4.74 vs. SBPLX (-0.44). VSMPX return over 5 years is better than : 92.24 vs. SBPLX (35.91).
| 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 | -2.618 | -7.877 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.99B | 1.7T | 0% |
| Annual Yield % from dividends | 0.48 | 1.37 | 35% |
| Returns for 1 year | -0.44 | 4.74 | -9% |
| Returns for 3 years | -2.54 | 21.00 | -12% |
| Returns for 5 years | 35.91 | 92.24 | 39% |
| Returns for 10 years | 47.69 | N/A | - |
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