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LCBEX vs VIVIX
LCBEX vs VIVIX Comparison
Open Charts LCBEX vs VIVIX
ClearBridge Dividend Strategy IS
Price$31.89
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets8.6B
Vanguard Value Index I
Price$69.32
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
LCBEX vs VIVIX Comparison Chart in %
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LCBEX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LCBEX (8.6B). VIVIX pays higher dividends than LCBEX: VIVIX (2.19) vs LCBEX (1.46). 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 : 6.23 vs. LCBEX (2.18). VIVIX return over 5 years is better than : 71.90 vs. LCBEX (39.91).
| 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 | 3.938 | 5.124 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.6B | 195B | 4% |
| Annual Yield % from dividends | 1.46 | 2.19 | 67% |
| Returns for 1 year | 2.18 | 6.23 | 35% |
| Returns for 3 years | 21.74 | 35.76 | 61% |
| Returns for 5 years | 39.91 | 71.90 | 56% |
| Returns for 10 years | 75.63 | 109.41 | 69% |
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