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LCBDX vs VIVIX
LCBDX vs VIVIX Comparison
Open Charts LCBDX vs VIVIX
ClearBridge Tactical Dividend Income IS
Price$25.37
Change-$0.34 (-1.32%)
VolumeN/A
Net Assets375.29M
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
LCBDX vs VIVIX Comparison Chart
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LCBDX vs. VIVIX 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 LCBDX is a Buy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. LCBDX (375M). LCBDX pays higher dividends than VIVIX: LCBDX (3.66) vs VIVIX (2.37). LCBDX was incepted earlier than VIVIX: LCBDX (12 years) vs VIVIX (27 years). LCBDX is a more actively managed with annual turnover of: 57.00 vs. VIVIX (10.00). 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 : 18.84 vs. VIVIX (14.79). LCBDX return over 5 years is better than : 65.81 vs. VIVIX (48.95).
| LCBDX | VIVIX | LCBDX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 2.635 | 5.407 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 193B | 0% |
| Annual Yield % from dividends | 3.66 | 2.37 | 155% |
| Returns for 1 year | 18.84 | 14.79 | 127% |
| Returns for 3 years | 40.43 | 25.40 | 159% |
| Returns for 5 years | 65.81 | 48.95 | 134% |
| Returns for 10 years | 84.39 | 107.97 | 78% |
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