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LCBEX vs VIVIX
LCBEX vs VIVIX Comparison
Open Charts LCBEX vs VIVIX
ClearBridge Dividend Strategy IS
Price$32.05
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets8.62B
Vanguard Value Index I
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
LCBEX vs VIVIX Comparison Chart in %
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LCBEX vs. VIVIX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. LCBEX (8.62B). VIVIX pays higher dividends than LCBEX: VIVIX (2.19) vs LCBEX (1.45). 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 : 10.53 vs. LCBEX (6.81). VIVIX return over 5 years is better than : 67.40 vs. LCBEX (36.15).
| 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 | 4.198 | 4.624 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 196B | 4% |
| Annual Yield % from dividends | 1.45 | 2.19 | 66% |
| Returns for 1 year | 6.81 | 10.53 | 65% |
| Returns for 3 years | 15.84 | 28.85 | 55% |
| Returns for 5 years | 36.15 | 67.40 | 54% |
| Returns for 10 years | 77.73 | 109.93 | 71% |
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