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LCBOX vs VSMPX
LCBOX vs VSMPX Comparison
Open Charts LCBOX vs VSMPX
ClearBridge Dividend Strategy 1
Price$29.43
Change+$0.10 (+0.34%)
VolumeN/A
Net Assets8.97B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
LCBOX vs VSMPX Comparison Chart in %
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LCBOX vs. VSMPX 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 LCBOX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. LCBOX (8.98B). LCBOX pays higher dividends than VSMPX: LCBOX (1.34) vs VSMPX (1.12). LCBOX was incepted earlier than VSMPX: LCBOX (15 years) vs VSMPX (11 years). LCBOX (0.72) is less costly to investors than VSMPX (0.02). LCBOX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). LCBOX has a lower initial minimum investment than VSMPX: LCBOX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.43 vs. LCBOX (-0.98). VSMPX return over 5 years is better than : 76.89 vs. LCBOX (19.23).
| LCBOX | VSMPX | LCBOX / VSMPX | |
| Total Expense Ratio | 0.72 | 0.02 | 3,600% |
| Annual Report Gross Expense Ratio | 0.72 | 0.02 | 3,600% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 0.355 | 17.382 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 2.06T | 0% |
| Annual Yield % from dividends | 1.34 | 1.12 | 120% |
| Returns for 1 year | -0.98 | 14.43 | -7% |
| Returns for 3 years | 14.66 | 78.10 | 19% |
| Returns for 5 years | 19.23 | 76.89 | 25% |
| Returns for 10 years | 71.23 | 225.09 | 32% |
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