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LCBDX vs VIVIX
LCBDX vs VIVIX Comparison
Open Charts LCBDX vs VIVIX
ClearBridge Tactical Dividend Income IS
Price$25.12
Change-$0.11 (-0.44%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.34
Change-$0.11 (-0.17%)
VolumeN/A
CapitalizationN/A
LCBDX vs VIVIX Comparison Chart
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LCBDX vs. VIVIX commentary
Jan 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LCBDX (376M). 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 : 21.78 vs. VIVIX (14.21). LCBDX return over 5 years is better than : 65.20 vs. VIVIX (42.85).
| 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 | 0.719 | 0.636 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 195B | 0% |
| Annual Yield % from dividends | 3.66 | 2.37 | 155% |
| Returns for 1 year | 21.78 | 14.21 | 153% |
| Returns for 3 years | 29.41 | 14.24 | 207% |
| Returns for 5 years | 65.20 | 42.85 | 152% |
| Returns for 10 years | 89.08 | 107.66 | 83% |