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LBRIX vs VSMPX
LBRIX vs VSMPX Comparison
Open Charts LBRIX vs VSMPX
ClearBridge Dividend Strategy FI
Price$30.13
Change-$1.58 (-4.98%)
VolumeN/A
Net Assets9.13B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
LBRIX vs VSMPX Comparison Chart in %
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LBRIX vs. VSMPX commentary
Feb 05, 2026
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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. LBRIX (9.13B). LBRIX (1.15) and VSMPX (1.11) have matching dividends . LBRIX was incepted earlier than VSMPX: LBRIX (13 years) vs VSMPX (11 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 : 14.80 vs. LBRIX (0.92). VSMPX return over 5 years is better than : 68.28 vs. LBRIX (18.83).
| 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 | 13 years | 11 years | - |
| Gain YTD | 3.753 | 1.381 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 2.06T | 0% |
| Annual Yield % from dividends | 1.15 | 1.11 | 104% |
| Returns for 1 year | 0.92 | 14.80 | 6% |
| Returns for 3 years | 14.42 | 64.07 | 23% |
| Returns for 5 years | 18.83 | 68.28 | 28% |
| Returns for 10 years | 79.98 | 259.26 | 31% |
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