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LBRIX vs VIVIX
LBRIX vs VIVIX Comparison
Open Charts LBRIX vs VIVIX
ClearBridge Dividend Strategy FI
Price$30.23
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets8.57B
Vanguard Value Index I
Price$69.47
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
LBRIX vs VIVIX Comparison Chart in %
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LBRIX vs. VIVIX commentary
Jul 09, 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: 195B vs. LBRIX (8.57B). VIVIX pays higher dividends than LBRIX: VIVIX (2.19) vs LBRIX (1.09). 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 : 11.10 vs. LBRIX (3.89). VIVIX return over 5 years is better than : 81.65 vs. LBRIX (40.89).
| 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 | 3.115 | 5.351 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.57B | 195B | 4% |
| Annual Yield % from dividends | 1.09 | 2.19 | 50% |
| Returns for 1 year | 3.89 | 11.10 | 35% |
| Returns for 3 years | 17.02 | 34.22 | 50% |
| Returns for 5 years | 40.89 | 81.65 | 50% |
| Returns for 10 years | 69.79 | 113.07 | 62% |
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