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LBRIX vs VSTSX
LBRIX vs VSTSX Comparison
Open Charts LBRIX vs VSTSX
ClearBridge Dividend Strategy FI
Price$30.13
Change-$1.58 (-4.98%)
VolumeN/A
Net Assets9.13B
Vanguard Total Stock Mkt Idx Instl Sel
Price$325.82
Change+$8.82 (+2.78%)
VolumeN/A
Net Assets2.06T
LBRIX vs VSTSX Comparison Chart in %
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LBRIX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.06T vs. LBRIX (9.13B). LBRIX (1.15) and VSTSX (1.12) have matching dividends . LBRIX was incepted earlier than VSTSX: LBRIX (13 years) vs VSTSX (10 years). LBRIX (1.27) is less costly to investors than VSTSX (0.01). LBRIX is a more actively managed with annual turnover of: 19.00 vs. VSTSX (2.00). LBRIX has a lower initial minimum investment than VSTSX: LBRIX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 14.81 vs. LBRIX (0.92). VSTSX return over 5 years is better than : 68.33 vs. LBRIX (18.83).
| LBRIX | VSTSX | LBRIX / VSTSX | |
| Total Expense Ratio | 1.15 | 0.01 | 11,500% |
| Annual Report Gross Expense Ratio | 1.27 | 0.01 | 12,700% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 3.753 | 1.382 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 2.06T | 0% |
| Annual Yield % from dividends | 1.15 | 1.12 | 103% |
| Returns for 1 year | 0.92 | 14.81 | 6% |
| Returns for 3 years | 14.42 | 64.11 | 22% |
| Returns for 5 years | 18.83 | 68.33 | 28% |
| Returns for 10 years | 79.98 | N/A | - |
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