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LCBEX vs VIVIX
LCBEX vs VIVIX Comparison
Open Charts LCBEX vs VIVIX
ClearBridge Dividend Strategy IS
Price$32.02
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index I
Price$67.50
Change+$0.66 (+0.99%)
VolumeN/A
Net Assets188.77B
LCBEX vs VIVIX Comparison Chart
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LCBEX vs. VIVIX commentary
Jun 07, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LCBEX (8.41B). VIVIX pays higher dividends than LCBEX: VIVIX (2.29) vs LCBEX (1.42). LCBEX was incepted earlier than VIVIX: LCBEX (12 years) vs VIVIX (27 years). LCBEX (0.66) is less costly to investors than VIVIX (0.04). LCBEX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (9.00). LCBEX has a lower initial minimum investment than VIVIX: LCBEX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 6.80 vs. LCBEX (4.82). VIVIX return over 5 years is better than : 58.67 vs. LCBEX (36.79).
| LCBEX | VIVIX | LCBEX / VIVIX | |
| Total Expense Ratio | 0.66 | 0.04 | 1,650% |
| Annual Report Gross Expense Ratio | 0.66 | 0.04 | 1,650% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 3.116 | 1.255 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 189B | 4% |
| Annual Yield % from dividends | 1.42 | 2.29 | 62% |
| Returns for 1 year | 4.82 | 6.80 | 71% |
| Returns for 3 years | 9.68 | 18.51 | 52% |
| Returns for 5 years | 36.79 | 58.67 | 63% |
| Returns for 10 years | 74.93 | 102.87 | 73% |
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