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LBRIX vs VVIAX
LBRIX vs VVIAX Comparison
Open Charts LBRIX vs VVIAX
ClearBridge Dividend Strategy FI
Price$27.46
Change-$1.72 (-5.89%)
VolumeN/A
Net Assets7.65B
Vanguard Value Index Adm
Price$61.21
Change-$3.89 (-5.98%)
VolumeN/A
Net Assets195.24B
LBRIX vs VVIAX Comparison Chart
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LBRIX vs. VVIAX commentary
Apr 07, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LBRIX (7.65B). VVIAX pays higher dividends than LBRIX: VVIAX (2.26) vs LBRIX (1.07). LBRIX was incepted earlier than VVIAX: LBRIX (12 years) vs VVIAX (24 years). LBRIX (1.42) is less costly to investors than VVIAX (0.05). LBRIX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). LBRIX has a lower initial minimum investment than VVIAX: LBRIX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : -1.53 vs. LBRIX (-4.73). VVIAX return over 5 years is better than : 82.57 vs. LBRIX (51.41).
| LBRIX | VVIAX | LBRIX / VVIAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.42 | 0.05 | 2,840% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -6.670 | -7.288 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.65B | 195B | 4% |
| Annual Yield % from dividends | 1.07 | 2.26 | 47% |
| Returns for 1 year | -4.73 | -1.53 | 308% |
| Returns for 3 years | -5.24 | 6.85 | -77% |
| Returns for 5 years | 51.41 | 82.57 | 62% |
| Returns for 10 years | 49.61 | 87.59 | 57% |
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