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LCBDX vs VVIAX
LCBDX vs VVIAX Comparison
Open Charts LCBDX vs VVIAX
ClearBridge Tactical Dividend Income IS
Price$24.65
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets353.55M
Vanguard Value Index Adm
Price$69.27
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets195.81B
LCBDX vs VVIAX Comparison Chart in %
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LCBDX vs. VVIAX commentary
Aug 12, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. LCBDX (354M). LCBDX pays higher dividends than VVIAX: LCBDX (3.43) vs VVIAX (2.18). LCBDX was incepted earlier than VVIAX: LCBDX (12 years) vs VVIAX (25 years). LCBDX (1.07) is less costly to investors than VVIAX (0.05). LCBDX is a more actively managed with annual turnover of: 59.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than LCBDX: VVIAX (3000) vs LCBDX (1000000). VVIAX annual gain was more profitable for investors over the last year : 9.02 vs. LCBDX (8.43). LCBDX return over 5 years is better than : 81.08 vs. VVIAX (65.45).
| LCBDX | VVIAX | LCBDX / VVIAX | |
| Total Expense Ratio | 1.07 | 0.05 | 2,140% |
| Annual Report Gross Expense Ratio | 1.07 | 0.05 | 2,140% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 0.443 | 5.138 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 196B | 0% |
| Annual Yield % from dividends | 3.43 | 2.18 | 157% |
| Returns for 1 year | 8.43 | 9.02 | 93% |
| Returns for 3 years | 34.01 | 25.01 | 136% |
| Returns for 5 years | 81.08 | 65.45 | 124% |
| Returns for 10 years | 100.10 | 112.15 | 89% |
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