Ad is loading...
SBPLX vs VSTSX
SBPLX vs VSTSX Comparison
Open Charts SBPLX vs VSTSX
ClearBridge Dividend Strategy C
Price$29.76
Change-$0.24 (-0.80%)
VolumeN/A
Net Assets8.46B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.63
Change-$5.37 (-1.86%)
VolumeN/A
Net Assets1.84T
SBPLX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBPLX vs. VSTSX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. SBPLX (8.46B). 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 : 17.63 vs. SBPLX (5.83). VSTSX return over 5 years is better than : 74.94 vs. SBPLX (19.53).
| 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 | 2.550 | 2.135 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 1.84T | 0% |
| Annual Yield % from dividends | 0.56 | 1.36 | 41% |
| Returns for 1 year | 5.83 | 17.63 | 33% |
| Returns for 3 years | 5.91 | 36.87 | 16% |
| Returns for 5 years | 19.53 | 74.94 | 26% |
| Returns for 10 years | 52.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...