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LCBDX vs VIVIX
LCBDX vs VIVIX Comparison
Open Charts LCBDX vs VIVIX
ClearBridge Tactical Dividend Income IS
Price$21.68
Change-$0.29 (-1.32%)
VolumeN/A
Net Assets324.93M
Vanguard Value Index I
Price$60.76
Change-$0.44 (-0.72%)
VolumeN/A
Net Assets190.51B
LCBDX vs VIVIX Comparison Chart
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LCBDX vs. VIVIX commentary
Apr 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. LCBDX (325M). LCBDX pays higher dividends than VIVIX: LCBDX (3.51) vs VIVIX (2.27). LCBDX was incepted earlier than VIVIX: LCBDX (12 years) vs VIVIX (27 years). LCBDX (1.06) is less costly to investors than VIVIX (0.04). LCBDX is a more actively managed with annual turnover of: 59.00 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 : 0.49 vs. VIVIX (-1.55). LCBDX return over 5 years is better than : 113.48 vs. VIVIX (82.54).
| LCBDX | VIVIX | LCBDX / VIVIX | |
| Total Expense Ratio | 1.06 | 0.04 | 2,650% |
| Annual Report Gross Expense Ratio | 1.06 | 0.04 | 2,650% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | -11.529 | -7.289 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325M | 191B | 0% |
| Annual Yield % from dividends | 3.51 | 2.27 | 154% |
| Returns for 1 year | 0.49 | -1.55 | -32% |
| Returns for 3 years | 15.73 | 6.83 | 230% |
| Returns for 5 years | 113.48 | 82.54 | 137% |
| Returns for 10 years | 62.72 | 87.57 | 72% |
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