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LBRIX vs VVIAX
LBRIX vs VVIAX Comparison
Open Charts LBRIX vs VVIAX
ClearBridge Dividend Strategy FI
Price$30.47
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets8.62B
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
LBRIX vs VVIAX Comparison Chart in %
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LBRIX vs. VVIAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. LBRIX (8.62B). VVIAX pays higher dividends than LBRIX: VVIAX (2.18) vs LBRIX (1.09). LBRIX was incepted earlier than VVIAX: LBRIX (12 years) vs VVIAX (25 years). LBRIX (1.27) 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 : 10.51 vs. LBRIX (5.87). VVIAX return over 5 years is better than : 67.40 vs. LBRIX (32.11).
| LBRIX | VVIAX | LBRIX / VVIAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 3.831 | 4.608 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 196B | 4% |
| Annual Yield % from dividends | 1.09 | 2.18 | 50% |
| Returns for 1 year | 5.87 | 10.51 | 56% |
| Returns for 3 years | 13.33 | 28.85 | 46% |
| Returns for 5 years | 32.11 | 67.40 | 48% |
| Returns for 10 years | 69.84 | 109.93 | 64% |
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