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LCBEX vs VSMPX
LCBEX vs VSMPX Comparison
Open Charts LCBEX vs VSMPX
ClearBridge Dividend Strategy IS
Price$32.10
Change+$0.24 (+0.75%)
VolumeN/A
Net Assets9.23B
Vanguard Total Stock Mkt Idx Instl Pls
Price$308.93
Change-$1.49 (-0.48%)
VolumeN/A
Net Assets2.06T
LCBEX vs VSMPX Comparison Chart in %
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LCBEX vs. VSMPX commentary
Feb 06, 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 LCBEX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. LCBEX (9.23B). LCBEX pays higher dividends than VSMPX: LCBEX (1.41) vs VSMPX (1.11). LCBEX was incepted earlier than VSMPX: LCBEX (13 years) vs VSMPX (11 years). LCBEX (0.66) is less costly to investors than VSMPX (0.02). LCBEX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). LCBEX has a lower initial minimum investment than VSMPX: LCBEX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.41 vs. LCBEX (2.79). VSMPX return over 5 years is better than : 66.52 vs. LCBEX (23.84).
| LCBEX | VSMPX | LCBEX / VSMPX | |
| Total Expense Ratio | 0.66 | 0.02 | 3,300% |
| Annual Report Gross Expense Ratio | 0.66 | 0.02 | 3,300% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 4.560 | 0.895 | 510% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23B | 2.06T | 0% |
| Annual Yield % from dividends | 1.41 | 1.11 | 127% |
| Returns for 1 year | 2.79 | 13.41 | 21% |
| Returns for 3 years | 18.28 | 63.28 | 29% |
| Returns for 5 years | 23.84 | 66.52 | 36% |
| Returns for 10 years | 90.69 | 257.54 | 35% |
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