LBRIX
Price
$31.28
Change
+$0.07 (+0.22%)
Updated
Aug 27 closing price
Net Assets
8.81B
VIVAX
Price
$71.44
Change
+$0.22 (+0.31%)
Updated
Aug 27 closing price
Net Assets
195.81B
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LBRIX vs VIVAX

Header iconLBRIX vs VIVAX Comparison
Open Charts LBRIX vs VIVAXBanner chart's image
ClearBridge Dividend Strategy FI
Price$31.28
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets8.81B
Vanguard Value Index I
Price$71.44
Change+$0.22 (+0.31%)
VolumeN/A
Net Assets195.81B
LBRIX vs VIVAX Comparison Chart in %
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LBRIX vs. VIVAX commentary
Aug 28, 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.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. LBRIX (8.81B). VIVAX pays higher dividends than LBRIX: VIVAX (2.06) vs LBRIX (1.09). 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 : 7.00 vs. LBRIX (2.52). VIVAX return over 5 years is better than : 68.64 vs. LBRIX (31.46).
LBRIXVIVAXLBRIX / VIVAX
Total Expense Ratio1.150.17676%
Annual Report Gross Expense Ratio1.270.17747%
Fund Existence12 years33 years-
Gain YTD6.4937.86083%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.81B196B4%
Annual Yield % from dividends1.092.0653%
Returns for 1 year2.527.0036%
Returns for 3 years16.6932.6251%
Returns for 5 years31.4668.6446%
Returns for 10 years84.23129.5965%
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