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LCBEX vs VIVAX
LCBEX vs VIVAX Comparison
Open Charts LCBEX vs VIVAX
ClearBridge Dividend Strategy IS
Price$32.05
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets8.62B
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
LCBEX vs VIVAX Comparison Chart in %
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LCBEX vs. VIVAX commentary
Aug 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 LCBEX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. LCBEX (8.62B). VIVAX pays higher dividends than LCBEX: VIVAX (2.06) vs LCBEX (1.45). LCBEX was incepted earlier than VIVAX: LCBEX (12 years) vs VIVAX (33 years). LCBEX (0.66) is less costly to investors than VIVAX (0.17). LCBEX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than LCBEX: VIVAX (3000) vs LCBEX (1000000). VIVAX annual gain was more profitable for investors over the last year : 10.52 vs. LCBEX (6.81). VIVAX return over 5 years is better than : 67.38 vs. LCBEX (36.15).
| LCBEX | VIVAX | LCBEX / VIVAX | |
| Total Expense Ratio | 0.66 | 0.17 | 388% |
| Annual Report Gross Expense Ratio | 0.66 | 0.17 | 388% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 4.198 | 4.604 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 196B | 4% |
| Annual Yield % from dividends | 1.45 | 2.06 | 71% |
| Returns for 1 year | 6.81 | 10.52 | 65% |
| Returns for 3 years | 15.84 | 28.85 | 55% |
| Returns for 5 years | 36.15 | 67.38 | 54% |
| Returns for 10 years | 77.73 | 109.96 | 71% |