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LCBDX vs VIVIX
LCBDX vs VIVIX Comparison
Open Charts LCBDX vs VIVIX
ClearBridge Tactical Dividend Income IS
Price$24.90
Change+$0.20 (+0.81%)
VolumeN/A
Net Assets357.54M
Vanguard Value Index I
Price$69.38
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets195.18B
LCBDX vs VIVIX Comparison Chart in %
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LCBDX vs. VIVIX commentary
Jul 19, 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: 195B vs. LCBDX (358M). LCBDX pays higher dividends than VIVIX: LCBDX (3.46) 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). LCBDX annual gain was more profitable for investors over the last year : 6.31 vs. VIVIX (5.70). LCBDX return over 5 years is better than : 90.29 vs. VIVIX (71.03).
| 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 | 0.321 | 4.593 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 195B | 0% |
| Annual Yield % from dividends | 3.46 | 2.19 | 158% |
| Returns for 1 year | 6.31 | 5.70 | 111% |
| Returns for 3 years | 47.50 | 35.08 | 135% |
| Returns for 5 years | 90.29 | 71.03 | 127% |
| Returns for 10 years | 93.63 | 108.36 | 86% |
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