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LCBDX vs VVIAX
LCBDX vs VVIAX Comparison
Open Charts LCBDX vs VVIAX
ClearBridge Tactical Dividend Income IS
Price$24.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LCBDX vs VVIAX Comparison Chart
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LCBDX vs. VVIAX commentary
Sep 20, 2024
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 StrongBuy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. LCBDX (371M). LCBDX pays higher dividends than VVIAX: LCBDX (3.66) vs VVIAX (2.36). LCBDX was incepted earlier than VVIAX: LCBDX (11 years) vs VVIAX (24 years). LCBDX is a more actively managed with annual turnover of: 57.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than LCBDX: VVIAX (3000) vs LCBDX (1000000). LCBDX annual gain was more profitable for investors over the last year : 25.35 vs. VVIAX (20.40). LCBDX return over 5 years is better than : 69.24 vs. VVIAX (54.20).
| LCBDX | VVIAX | LCBDX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 16.646 | 15.359 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 183B | 0% |
| Annual Yield % from dividends | 3.66 | 2.36 | 155% |
| Returns for 1 year | 25.35 | 20.40 | 124% |
| Returns for 3 years | 34.43 | 25.00 | 138% |
| Returns for 5 years | 69.24 | 54.20 | 128% |
| Returns for 10 years | 74.11 | 109.21 | 68% |
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