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LCBDX vs VIVIX
LCBDX vs VIVIX Comparison
Open Charts LCBDX vs VIVIX
ClearBridge Tactical Dividend Income IS
Price$24.11
Change+$0.22 (+0.92%)
VolumeN/A
Net Assets347.36M
Vanguard Value Index I
Price$67.50
Change+$0.66 (+0.99%)
VolumeN/A
Net Assets188.77B
LCBDX vs VIVIX Comparison Chart
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LCBDX vs. VIVIX commentary
Jun 07, 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: 189B vs. LCBDX (347M). LCBDX pays higher dividends than VIVIX: LCBDX (3.58) vs VIVIX (2.29). 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 (6.91) and VIVIX (6.80) have marching annual gain over last year. LCBDX return over 5 years is better than : 77.21 vs. VIVIX (58.67).
| 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 | -3.798 | 1.255 | -303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 189B | 0% |
| Annual Yield % from dividends | 3.58 | 2.29 | 156% |
| Returns for 1 year | 6.91 | 6.80 | 102% |
| Returns for 3 years | 28.30 | 18.51 | 153% |
| Returns for 5 years | 77.21 | 58.67 | 132% |
| Returns for 10 years | 79.46 | 102.87 | 77% |
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