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LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$32.02
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
LCBEX vs VVIAX Comparison Chart
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LCBEX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LCBEX (8.41B). VVIAX pays higher dividends than LCBEX: VVIAX (2.28) vs LCBEX (1.42). LCBEX was incepted earlier than VVIAX: LCBEX (12 years) vs VVIAX (25 years). LCBEX (0.66) is less costly to investors than VVIAX (0.05). LCBEX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than LCBEX: VVIAX (3000) vs LCBEX (1000000). VVIAX annual gain was more profitable for investors over the last year : 6.82 vs. LCBEX (4.82). VVIAX return over 5 years is better than : 58.69 vs. LCBEX (36.79).
| LCBEX | VVIAX | LCBEX / VVIAX | |
| Total Expense Ratio | 0.66 | 0.05 | 1,320% |
| Annual Report Gross Expense Ratio | 0.66 | 0.05 | 1,320% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 3.116 | 1.255 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 189B | 4% |
| Annual Yield % from dividends | 1.42 | 2.28 | 62% |
| Returns for 1 year | 4.82 | 6.82 | 71% |
| Returns for 3 years | 9.68 | 18.51 | 52% |
| Returns for 5 years | 36.79 | 58.69 | 63% |
| Returns for 10 years | 74.93 | 102.89 | 73% |
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