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SBPLX vs VSTSX
SBPLX vs VSTSX Comparison
Open Charts SBPLX vs VSTSX
ClearBridge Dividend Strategy C
Price$27.60
Change-$0.63 (-2.23%)
VolumeN/A
Net Assets7.99B
Vanguard Total Stock Mkt Idx Instl Sel
Price$246.68
Change-$9.07 (-3.55%)
VolumeN/A
Net Assets1.7T
SBPLX vs VSTSX Comparison Chart
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SBPLX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. SBPLX (7.99B). VSTSX pays higher dividends than SBPLX: VSTSX (1.37) vs SBPLX (0.48). SBPLX was incepted earlier than VSTSX: SBPLX (27 years) vs VSTSX (9 years). SBPLX (1.74) is less costly to investors than VSTSX (0.01). 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 : 4.75 vs. SBPLX (-0.44). VSTSX return over 5 years is better than : 92.30 vs. SBPLX (35.91).
| SBPLX | VSTSX | SBPLX / VSTSX | |
| Total Expense Ratio | 1.74 | 0.01 | 17,400% |
| Annual Report Gross Expense Ratio | 1.74 | 0.01 | 17,400% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | -2.618 | -7.875 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 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 | 4.75 | -9% |
| Returns for 3 years | -2.54 | 21.04 | -12% |
| Returns for 5 years | 35.91 | 92.30 | 39% |
| Returns for 10 years | 47.69 | N/A | - |