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LBRIX vs VIVAX
LBRIX vs VIVAX Comparison
Open Charts LBRIX vs VIVAX
ClearBridge Dividend Strategy FI
Price$30.37
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets8.43B
Vanguard Value Index I
Price$67.32
Change+$0.33 (+0.49%)
VolumeN/A
Net Assets183.65B
LBRIX vs VIVAX Comparison Chart
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LBRIX vs. VIVAX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LBRIX (8.43B). VIVAX pays higher dividends than LBRIX: VIVAX (2.16) vs LBRIX (1.05). LBRIX was incepted earlier than VIVAX: LBRIX (12 years) vs VIVAX (33 years). LBRIX (1.27) is less costly to investors than VIVAX (0.17). LBRIX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). 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 : 7.28 vs. LBRIX (4.59). VIVAX return over 5 years is better than : 63.58 vs. LBRIX (36.44).
| LBRIX | VIVAX | LBRIX / VIVAX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 3.016 | 1.434 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.43B | 184B | 5% |
| Annual Yield % from dividends | 1.05 | 2.16 | 49% |
| Returns for 1 year | 4.59 | 7.28 | 63% |
| Returns for 3 years | 8.87 | 20.32 | 44% |
| Returns for 5 years | 36.44 | 63.58 | 57% |
| Returns for 10 years | 66.72 | 102.62 | 65% |
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