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LCBDX vs VIVIX
LCBDX vs VIVIX Comparison
Open Charts LCBDX vs VIVIX
ClearBridge Tactical Dividend Income IS
Price$23.35
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets341.28M
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
LCBDX vs VIVIX Comparison Chart
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LCBDX vs. VIVIX commentary
May 12, 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 LCBDX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LCBDX (341M). LCBDX pays higher dividends than VIVIX: LCBDX (3.65) vs VIVIX (2.35). LCBDX was incepted earlier than VIVIX: LCBDX (12 years) vs VIVIX (27 years). LCBDX (1.07) is less costly to investors than VIVIX (0.04). LCBDX is a more actively managed with annual turnover of: 59.00 vs. VIVIX (9.00). LCBDX has a lower initial minimum investment than VIVIX: LCBDX (1000000) vs VIVIX (5000000). LCBDX annual gain was more profitable for investors over the last year : 5.22 vs. VIVIX (4.59). LCBDX return over 5 years is better than : 90.40 vs. VIVIX (72.66).
| LCBDX | VIVIX | LCBDX / VIVIX | |
| Total Expense Ratio | 1.07 | 0.04 | 2,675% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | -5.972 | -0.669 | 893% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 184B | 0% |
| Annual Yield % from dividends | 3.65 | 2.35 | 155% |
| Returns for 1 year | 5.22 | 4.59 | 114% |
| Returns for 3 years | 34.02 | 21.42 | 159% |
| Returns for 5 years | 90.40 | 72.66 | 124% |
| Returns for 10 years | 73.03 | 97.34 | 75% |
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