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SBPLX vs VSTSX
SBPLX vs VSTSX Comparison
Open Charts SBPLX vs VSTSX
ClearBridge Dividend Strategy C
Price$31.93
Change-$0.17 (-0.53%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$281.89
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
SBPLX vs VSTSX Comparison Chart
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SBPLX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. SBPLX (8.59B). VSTSX pays higher dividends than SBPLX: VSTSX (1.36) vs SBPLX (0.56). SBPLX was incepted earlier than VSTSX: SBPLX (26 years) vs VSTSX (8 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 : 32.25 vs. SBPLX (17.36). VSTSX return over 5 years is better than : 86.27 vs. SBPLX (28.36).
| SBPLX | VSTSX | SBPLX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | 17.387 | 24.063 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 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 | 22.07 | 3% |
| Returns for 5 years | 28.36 | 86.27 | 33% |
| Returns for 10 years | 67.09 | N/A | - |