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LBRIX vs VIVAX
LBRIX vs VIVAX Comparison
Open Charts LBRIX vs VIVAX
ClearBridge Dividend Strategy FI
Price$29.18
Change-$0.76 (-2.54%)
VolumeN/A
Net Assets8.35B
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
LBRIX vs VIVAX Comparison Chart
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LBRIX vs. VIVAX commentary
Apr 04, 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LBRIX (8.35B). VIVAX pays higher dividends than LBRIX: VIVAX (2.14) vs LBRIX (1.07). LBRIX was incepted earlier than VIVAX: LBRIX (12 years) vs VIVAX (32 years). LBRIX (1.42) is less costly to investors than VIVAX (0.17). LBRIX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (10.00). LBRIX has a lower initial minimum investment than VIVAX: LBRIX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. LBRIX (3.13). VIVAX return over 5 years is better than : 101.66 vs. LBRIX (65.09).
| LBRIX | VIVAX | LBRIX / VIVAX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.42 | 0.17 | 835% |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 1.759 | 2.419 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.35B | 195B | 4% |
| Annual Yield % from dividends | 1.07 | 2.14 | 50% |
| Returns for 1 year | 3.13 | 7.66 | 41% |
| Returns for 3 years | 2.57 | 17.34 | 15% |
| Returns for 5 years | 65.09 | 101.66 | 64% |
| Returns for 10 years | 62.88 | 106.90 | 59% |
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