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LBRIX vs VFFSX
LBRIX vs VFFSX Comparison
Open Charts LBRIX vs VFFSX
ClearBridge Dividend Strategy FI
Price$31.38
Change+$0.13 (+0.42%)
VolumeN/A
Net Assets8.86B
Vanguard 500 Index Institutional Select
Price$317.85
Change-$0.97 (-0.30%)
VolumeN/A
Net Assets1.37T
LBRIX vs VFFSX Comparison Chart in %
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LBRIX vs. VFFSX commentary
Sep 08, 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 LBRIX is a Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. LBRIX (8.86B). VFFSX pays higher dividends than LBRIX: VFFSX (1.18) vs LBRIX (1.05). LBRIX was incepted earlier than VFFSX: LBRIX (12 years) vs VFFSX (9 years). LBRIX (1.27) is less costly to investors than VFFSX (0.01). LBRIX is a more actively managed with annual turnover of: 19.00 vs. VFFSX (2.00). LBRIX has a lower initial minimum investment than VFFSX: LBRIX (0) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 17.87 vs. LBRIX (3.65). VFFSX return over 5 years is better than : 89.31 vs. LBRIX (34.11).
| LBRIX | VFFSX | LBRIX / VFFSX | |
| Total Expense Ratio | 1.15 | 0.01 | 11,500% |
| Annual Report Gross Expense Ratio | 1.27 | 0.01 | 12,700% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 7.039 | 10.485 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 1.37T | 1% |
| Annual Yield % from dividends | 1.05 | 1.18 | 90% |
| Returns for 1 year | 3.65 | 17.87 | 20% |
| Returns for 3 years | 21.38 | 65.99 | 32% |
| Returns for 5 years | 34.11 | 89.31 | 38% |
| Returns for 10 years | 87.19 | N/A | - |
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