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LBRIX vs VVIAX
LBRIX vs VVIAX Comparison
Open Charts LBRIX vs VVIAX
ClearBridge Dividend Strategy FI
Price$29.48
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.21B
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
LBRIX vs VVIAX Comparison Chart
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LBRIX vs. VVIAX commentary
May 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LBRIX (8.21B). VVIAX pays higher dividends than LBRIX: VVIAX (2.34) vs LBRIX (1.08). LBRIX was incepted earlier than VVIAX: LBRIX (12 years) vs VVIAX (25 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 (9.00). 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 : 5.12 vs. LBRIX (2.24). VVIAX return over 5 years is better than : 72.19 vs. LBRIX (42.59).
| 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 | 25 years | - |
| Gain YTD | 0.230 | -0.957 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 184B | 4% |
| Annual Yield % from dividends | 1.08 | 2.34 | 46% |
| Returns for 1 year | 2.24 | 5.12 | 44% |
| Returns for 3 years | 9.62 | 20.66 | 47% |
| Returns for 5 years | 42.59 | 72.19 | 59% |
| Returns for 10 years | 59.79 | 96.21 | 62% |
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