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LCBEX vs VSMPX
LCBEX vs VSMPX Comparison
Open Charts LCBEX vs VSMPX
ClearBridge Dividend Strategy IS
Price$33.34
Change+$0.20 (+0.60%)
VolumeN/A
Net Assets8.94B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
LCBEX vs VSMPX Comparison Chart in %
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LCBEX 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 LCBEX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. LCBEX (8.94B). LCBEX pays higher dividends than VSMPX: LCBEX (1.34) vs VSMPX (1.15). LCBEX was incepted earlier than VSMPX: LCBEX (13 years) vs VSMPX (10 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 : 13.81 vs. LCBEX (-0.10). VSMPX return over 5 years is better than : 84.96 vs. LCBEX (38.31).
| 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 | 10 years | - |
| Gain YTD | 8.870 | 13.029 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 2.02T | 0% |
| Annual Yield % from dividends | 1.34 | 1.15 | 117% |
| Returns for 1 year | -0.10 | 13.81 | -1% |
| Returns for 3 years | 31.84 | 76.12 | 42% |
| Returns for 5 years | 38.31 | 84.96 | 45% |
| Returns for 10 years | 91.02 | 215.53 | 42% |
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