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LBRIX vs VSTSX
LBRIX vs VSTSX Comparison
Open Charts LBRIX vs VSTSX
ClearBridge Dividend Strategy FI
Price$29.23
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets8.97B
Vanguard Total Stock Mkt Idx Instl Sel
Price$325.76
Change+$1.02 (+0.31%)
VolumeN/A
Net Assets2.06T
LBRIX vs VSTSX Comparison Chart in %
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LBRIX vs. VSTSX commentary
Dec 26, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.06T vs. LBRIX (8.98B). VSTSX pays higher dividends than LBRIX: VSTSX (1.12) vs LBRIX (1.00). 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 : 14.44 vs. LBRIX (-1.40). VSTSX return over 5 years is better than : 76.94 vs. LBRIX (17.14).
| 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 | -0.059 | 17.386 | -0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 2.06T | 0% |
| Annual Yield % from dividends | 1.00 | 1.12 | 89% |
| Returns for 1 year | -1.40 | 14.44 | -10% |
| Returns for 3 years | 13.18 | 78.14 | 17% |
| Returns for 5 years | 17.14 | 76.94 | 22% |
| Returns for 10 years | 67.30 | N/A | - |
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