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SBPLX vs VSTSX
SBPLX vs VSTSX Comparison
Open Charts SBPLX vs VSTSX
ClearBridge Dividend Strategy C
Price$29.54
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets8.41B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
SBPLX vs VSTSX Comparison Chart
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SBPLX vs. VSTSX 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 SBPLX is a Hold and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. SBPLX (8.41B). VSTSX pays higher dividends than SBPLX: VSTSX (1.36) vs SBPLX (0.56). SBPLX was incepted earlier than VSTSX: SBPLX (27 years) vs VSTSX (9 years). SBPLX is a more actively managed with annual turnover of: 19.00 vs. VSTSX (2.00). SBPLX has a lower initial minimum investment than VSTSX: SBPLX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 25.28 vs. SBPLX (9.01). VSTSX return over 5 years is better than : 76.20 vs. SBPLX (17.59).
| SBPLX | VSTSX | SBPLX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 1.792 | 2.247 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 1.78T | 0% |
| Annual Yield % from dividends | 0.56 | 1.36 | 41% |
| Returns for 1 year | 9.01 | 25.28 | 36% |
| Returns for 3 years | 1.87 | 29.03 | 6% |
| Returns for 5 years | 17.59 | 76.20 | 23% |
| Returns for 10 years | 55.16 | N/A | - |