Interact to see
Advertisement
Advertisement
LBRIX vs VIVIX
LBRIX vs VIVIX Comparison
Open Charts LBRIX vs VIVIX
ClearBridge Dividend Strategy FI
Price$30.37
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets8.43B
Vanguard Value Index I
Price$67.30
Change+$0.33 (+0.49%)
VolumeN/A
Net Assets183.65B
LBRIX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LBRIX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LBRIX (8.43B). VIVIX pays higher dividends than LBRIX: VIVIX (2.29) vs LBRIX (1.05). LBRIX was incepted earlier than VIVIX: LBRIX (12 years) vs VIVIX (27 years). LBRIX (1.27) is less costly to investors than VIVIX (0.04). LBRIX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (9.00). LBRIX has a lower initial minimum investment than VIVIX: LBRIX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.27 vs. LBRIX (4.59). VIVIX return over 5 years is better than : 63.59 vs. LBRIX (36.44).
| LBRIX | VIVIX | LBRIX / VIVIX | |
| Total Expense Ratio | 1.15 | 0.04 | 2,875% |
| Annual Report Gross Expense Ratio | 1.27 | 0.04 | 3,175% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 3.016 | 1.452 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.43B | 184B | 5% |
| Annual Yield % from dividends | 1.05 | 2.29 | 46% |
| Returns for 1 year | 4.59 | 7.27 | 63% |
| Returns for 3 years | 8.87 | 20.30 | 44% |
| Returns for 5 years | 36.44 | 63.59 | 57% |
| Returns for 10 years | 66.72 | 102.59 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement