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LCBEX vs VIVIX
LCBEX vs VIVIX Comparison
Open Charts LCBEX vs VIVIX
ClearBridge Dividend Strategy IS
Price$32.65
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets8.72B
Vanguard Value Index I
Price$72.15
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets207.95B
LCBEX vs VIVIX Comparison Chart in %
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LCBEX vs. VIVIX commentary
Nov 20, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. LCBEX (8.72B). VIVIX pays higher dividends than LCBEX: VIVIX (2.10) vs LCBEX (1.37). LCBEX was incepted earlier than VIVIX: LCBEX (13 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 : 4.75 vs. LCBEX (-2.39). VIVIX return over 5 years is better than : 62.26 vs. LCBEX (31.50).
| 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 | 13 years | 27 years | - |
| Gain YTD | 6.813 | 9.429 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.72B | 208B | 4% |
| Annual Yield % from dividends | 1.37 | 2.10 | 65% |
| Returns for 1 year | -2.39 | 4.75 | -50% |
| Returns for 3 years | 19.25 | 30.34 | 63% |
| Returns for 5 years | 31.50 | 62.26 | 51% |
| Returns for 10 years | 83.10 | 123.23 | 67% |
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