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LBRIX vs VVIAX
LBRIX vs VVIAX Comparison
Open Charts LBRIX vs VVIAX
ClearBridge Dividend Strategy FI
Price$30.04
Change+$0.19 (+0.64%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
LBRIX vs VVIAX Comparison Chart
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LBRIX vs. VVIAX commentary
Jan 19, 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: 184B vs. LBRIX (8.41B). VVIAX pays higher dividends than LBRIX: VVIAX (2.36) vs LBRIX (1.14). LBRIX was incepted earlier than VVIAX: LBRIX (12 years) vs VVIAX (24 years). 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 : 18.18 vs. LBRIX (9.80). VVIAX return over 5 years is better than : 44.18 vs. LBRIX (21.41).
| LBRIX | VVIAX | LBRIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 1.831 | 3.195 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 184B | 5% |
| Annual Yield % from dividends | 1.14 | 2.36 | 48% |
| Returns for 1 year | 9.80 | 18.18 | 54% |
| Returns for 3 years | 4.27 | 18.46 | 23% |
| Returns for 5 years | 21.41 | 44.18 | 48% |
| Returns for 10 years | 63.32 | 111.13 | 57% |
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