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LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$32.05
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets8.62B
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
LCBEX vs VVIAX Comparison Chart in %
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LCBEX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. LCBEX (8.62B). VVIAX pays higher dividends than LCBEX: VVIAX (2.18) vs LCBEX (1.45). 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 : 10.51 vs. LCBEX (6.81). VVIAX return over 5 years is better than : 67.40 vs. LCBEX (36.15).
| 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 | 4.198 | 4.608 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 196B | 4% |
| Annual Yield % from dividends | 1.45 | 2.18 | 67% |
| Returns for 1 year | 6.81 | 10.51 | 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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