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LCBEX vs VIVAX
LCBEX vs VIVAX Comparison
Open Charts LCBEX vs VIVAX
ClearBridge Dividend Strategy IS
Price$31.89
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets8.6B
Vanguard Value Index I
Price$69.34
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
LCBEX vs VIVAX Comparison Chart in %
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LCBEX vs. VIVAX commentary
Jul 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LCBEX (8.6B). VIVAX pays higher dividends than LCBEX: VIVAX (2.06) vs LCBEX (1.46). 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 : 6.23 vs. LCBEX (2.18). VIVAX return over 5 years is better than : 71.88 vs. LCBEX (39.91).
| 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 | 3.938 | 5.103 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.6B | 195B | 4% |
| Annual Yield % from dividends | 1.46 | 2.06 | 71% |
| Returns for 1 year | 2.18 | 6.23 | 35% |
| Returns for 3 years | 21.74 | 35.73 | 61% |
| Returns for 5 years | 39.91 | 71.88 | 56% |
| Returns for 10 years | 75.63 | 109.38 | 69% |
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