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LCBEX vs VIVAX
LCBEX vs VIVAX Comparison
Open Charts LCBEX vs VIVAX
ClearBridge Dividend Strategy IS
Price$31.54
Change+$0.20 (+0.64%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
LCBEX vs VIVAX Comparison Chart
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LCBEX vs. VIVAX commentary
Jan 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LCBEX (8.41B). VIVAX pays higher dividends than LCBEX: VIVAX (2.25) vs LCBEX (1.44). LCBEX was incepted earlier than VIVAX: LCBEX (12 years) vs VIVAX (32 years). 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 : 18.19 vs. LCBEX (10.76). VIVAX return over 5 years is better than : 44.18 vs. LCBEX (24.77).
| LCBEX | VIVAX | LCBEX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 1.840 | 3.194 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 184B | 5% |
| Annual Yield % from dividends | 1.44 | 2.25 | 64% |
| Returns for 1 year | 10.76 | 18.19 | 59% |
| Returns for 3 years | 6.40 | 18.46 | 35% |
| Returns for 5 years | 24.77 | 44.18 | 56% |
| Returns for 10 years | 70.32 | 111.10 | 63% |
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