LCBDX
Price
$24.65
Change
-$0.08 (-0.32%)
Updated
Aug 11 closing price
Net Assets
353.55M
VIVIX
Price
$69.27
Change
-$0.13 (-0.19%)
Updated
Aug 11 closing price
Net Assets
195.81B
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LCBDX vs VIVIX

Header iconLCBDX vs VIVIX Comparison
Open Charts LCBDX vs VIVIXBanner chart's image
ClearBridge Tactical Dividend Income IS
Price$24.65
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets353.55M
Vanguard Value Index I
Price$69.27
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets195.81B
LCBDX vs VIVIX Comparison Chart in %
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LCBDX vs. VIVIX commentary
Aug 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 Hold and VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. LCBDX (354M). LCBDX pays higher dividends than VIVIX: LCBDX (3.43) vs VIVIX (2.19). 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). VIVIX annual gain was more profitable for investors over the last year : 9.02 vs. LCBDX (8.43). LCBDX return over 5 years is better than : 81.08 vs. VIVIX (65.45).
LCBDXVIVIXLCBDX / VIVIX
Total Expense Ratio1.070.042,675%
Annual Report Gross Expense Ratio1.070.042,675%
Fund Existence12 years27 years-
Gain YTD0.4435.1549%
Front LoadN/AN/A-
Min. Initial Investment1000000500000020%
Min. Initial Investment IRAN/AN/A-
Net Assets354M196B0%
Annual Yield % from dividends3.432.19157%
Returns for 1 year8.439.0293%
Returns for 3 years34.0125.01136%
Returns for 5 years81.0865.45124%
Returns for 10 years100.10112.1689%
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