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LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$32.65
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets8.72B
Vanguard Value Index Adm
Price$72.16
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets207.95B
LCBEX vs VVIAX Comparison Chart in %
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LCBEX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. LCBEX (8.72B). VVIAX pays higher dividends than LCBEX: VVIAX (2.09) vs LCBEX (1.37). LCBEX was incepted earlier than VVIAX: LCBEX (13 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 : 4.75 vs. LCBEX (-2.39). VVIAX return over 5 years is better than : 62.26 vs. LCBEX (31.50).
| 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 | 13 years | 25 years | - |
| Gain YTD | 6.813 | 9.412 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.72B | 208B | 4% |
| Annual Yield % from dividends | 1.37 | 2.09 | 65% |
| Returns for 1 year | -2.39 | 4.75 | -50% |
| Returns for 3 years | 19.25 | 30.32 | 64% |
| Returns for 5 years | 31.50 | 62.26 | 51% |
| Returns for 10 years | 83.10 | 123.23 | 67% |
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