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LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$33.92
Change-$0.24 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.61
Change-$0.41 (-0.60%)
VolumeN/A
CapitalizationN/A
LCBEX vs VVIAX Comparison Chart
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LCBEX vs. VVIAX commentary
Dec 18, 2024
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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LCBEX (8.56B). VVIAX pays higher dividends than LCBEX: VVIAX (2.36) vs LCBEX (1.44). LCBEX was incepted earlier than VVIAX: LCBEX (12 years) vs VVIAX (24 years). LCBEX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). 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 : 16.45 vs. LCBEX (13.26). VVIAX return over 5 years is better than : 44.62 vs. LCBEX (38.03).
| LCBEX | VVIAX | LCBEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 18.377 | 16.051 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.56B | 195B | 4% |
| Annual Yield % from dividends | 1.44 | 2.36 | 61% |
| Returns for 1 year | 13.26 | 16.45 | 81% |
| Returns for 3 years | 4.99 | 20.49 | 24% |
| Returns for 5 years | 38.03 | 44.62 | 85% |
| Returns for 10 years | 79.24 | 104.84 | 76% |
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