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LBRIX vs VIVIX
LBRIX vs VIVIX Comparison
Open Charts LBRIX vs VIVIX
ClearBridge Dividend Strategy FI
Price$29.18
Change-$0.76 (-2.54%)
VolumeN/A
Net Assets8.35B
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
LBRIX vs VIVIX Comparison Chart
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LBRIX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LBRIX (8.35B). VIVIX pays higher dividends than LBRIX: VIVIX (2.27) vs LBRIX (1.07). LBRIX was incepted earlier than VIVIX: LBRIX (12 years) vs VIVIX (27 years). LBRIX (1.42) is less costly to investors than VIVIX (0.04). LBRIX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (10.00). 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 : 7.66 vs. LBRIX (3.13). VIVIX return over 5 years is better than : 101.66 vs. LBRIX (65.09).
| LBRIX | VIVIX | LBRIX / VIVIX | |
| Total Expense Ratio | 1.15 | 0.04 | 2,875% |
| Annual Report Gross Expense Ratio | 1.42 | 0.04 | 3,550% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 1.759 | 2.421 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.35B | 195B | 4% |
| Annual Yield % from dividends | 1.07 | 2.27 | 47% |
| 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 | 106.83 | 59% |
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