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LBRIX vs VVIAX
LBRIX vs VVIAX Comparison
Open Charts LBRIX vs VVIAX
ClearBridge Dividend Strategy FI
Price$32.39
Change-$0.23 (-0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
LBRIX vs VVIAX Comparison Chart
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LBRIX vs. VVIAX commentary
Dec 19, 2024
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 (8.56B). 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 : 16.45 vs. LBRIX (12.42). VVIAX return over 5 years is better than : 44.62 vs. LBRIX (34.79).
| 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 | 17.768 | 16.051 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.56B | 195B | 4% |
| Annual Yield % from dividends | 1.14 | 2.36 | 48% |
| Returns for 1 year | 12.42 | 16.45 | 76% |
| Returns for 3 years | 2.92 | 20.49 | 14% |
| Returns for 5 years | 34.79 | 44.62 | 78% |
| Returns for 10 years | 72.59 | 104.84 | 69% |
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