Ad is loading...
LCBEX vs VIVAX
LCBEX vs VIVAX Comparison
Open Charts LCBEX vs VIVAX
ClearBridge Dividend Strategy IS
Price$30.64
Change-$0.80 (-2.54%)
VolumeN/A
Net Assets8.35B
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
LCBEX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LCBEX vs. VIVAX commentary
Apr 04, 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: 195B vs. LCBEX (8.35B). VIVAX pays higher dividends than LCBEX: VIVAX (2.14) vs LCBEX (1.44). LCBEX was incepted earlier than VIVAX: LCBEX (12 years) vs VIVAX (32 years). LCBEX (0.67) is less costly to investors than VIVAX (0.17). LCBEX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (10.00). 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 : 7.66 vs. LCBEX (4.05). VIVAX return over 5 years is better than : 101.66 vs. LCBEX (69.84).
| LCBEX | VIVAX | LCBEX / VIVAX | |
| Total Expense Ratio | 0.67 | 0.17 | 394% |
| Annual Report Gross Expense Ratio | 0.67 | 0.17 | 394% |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 1.884 | 2.419 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.35B | 195B | 4% |
| Annual Yield % from dividends | 1.44 | 2.14 | 67% |
| Returns for 1 year | 4.05 | 7.66 | 53% |
| Returns for 3 years | 4.74 | 17.34 | 27% |
| Returns for 5 years | 69.84 | 101.66 | 69% |
| Returns for 10 years | 70.15 | 106.90 | 66% |
View a ticker or compare two or three
VS
VS
Ad is loading...