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LBRIX vs VVIAX
LBRIX vs VVIAX Comparison
Open Charts LBRIX vs VVIAX
ClearBridge Dividend Strategy FI
Price$30.28
Change-$0.25 (-0.82%)
VolumeN/A
Net Assets8.46B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
LBRIX vs VVIAX Comparison Chart
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LBRIX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. LBRIX (8.46B). 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 : 13.46 vs. LBRIX (6.60). VVIAX return over 5 years is better than : 47.22 vs. LBRIX (23.38).
| 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 | 2.644 | 4.164 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 193B | 4% |
| Annual Yield % from dividends | 1.14 | 2.36 | 48% |
| Returns for 1 year | 6.60 | 13.46 | 49% |
| Returns for 3 years | 8.38 | 23.94 | 35% |
| Returns for 5 years | 23.38 | 47.22 | 50% |
| Returns for 10 years | 60.93 | 105.55 | 58% |
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