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LCBEX vs VIVIX
LCBEX vs VIVIX Comparison
Open Charts LCBEX vs VIVIX
ClearBridge Dividend Strategy IS
Price$30.64
Change-$0.80 (-2.54%)
VolumeN/A
Net Assets8.35B
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
LCBEX vs VIVIX Comparison Chart
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LCBEX vs. VIVIX commentary
Apr 04, 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: 195B vs. LCBEX (8.35B). VIVIX pays higher dividends than LCBEX: VIVIX (2.27) vs LCBEX (1.44). LCBEX was incepted earlier than VIVIX: LCBEX (12 years) vs VIVIX (27 years). LCBEX (0.67) is less costly to investors than VIVIX (0.04). LCBEX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (10.00). 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 : 7.66 vs. LCBEX (4.05). VIVIX return over 5 years is better than : 101.66 vs. LCBEX (69.84).
| LCBEX | VIVIX | LCBEX / VIVIX | |
| Total Expense Ratio | 0.67 | 0.04 | 1,675% |
| Annual Report Gross Expense Ratio | 0.67 | 0.04 | 1,675% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 1.884 | 2.421 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.35B | 195B | 4% |
| Annual Yield % from dividends | 1.44 | 2.27 | 63% |
| Returns for 1 year | 4.05 | 7.66 | 53% |
| Returns for 3 years | 4.74 | 17.34 | 27% |
| Returns for 5 years | 69.84 | 101.66 | 69% |
| Returns for 10 years | 70.15 | 106.83 | 66% |
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