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LBRIX vs VSMPX
LBRIX vs VSMPX Comparison
Open Charts LBRIX vs VSMPX
ClearBridge Dividend Strategy FI
Price$31.70
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets8.88B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
LBRIX vs VSMPX Comparison Chart in %
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LBRIX vs. VSMPX commentary
Oct 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 LBRIX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. LBRIX (8.88B). VSMPX pays higher dividends than LBRIX: VSMPX (1.15) vs LBRIX (1.01). LBRIX was incepted earlier than VSMPX: LBRIX (12 years) vs VSMPX (10 years). LBRIX (1.27) is less costly to investors than VSMPX (0.02). LBRIX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). LBRIX has a lower initial minimum investment than VSMPX: LBRIX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.81 vs. LBRIX (-0.98). VSMPX return over 5 years is better than : 84.96 vs. LBRIX (34.12).
| LBRIX | VSMPX | LBRIX / VSMPX | |
| Total Expense Ratio | 1.15 | 0.02 | 5,750% |
| Annual Report Gross Expense Ratio | 1.27 | 0.02 | 6,350% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 8.386 | 13.029 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.88B | 2.02T | 0% |
| Annual Yield % from dividends | 1.01 | 1.15 | 88% |
| Returns for 1 year | -0.98 | 13.81 | -7% |
| Returns for 3 years | 28.97 | 76.12 | 38% |
| Returns for 5 years | 34.12 | 84.96 | 40% |
| Returns for 10 years | 82.40 | 215.53 | 38% |
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