Interact to see
Advertisement
Advertisement
LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$32.90
Change+$0.07 (+0.21%)
VolumeN/A
Net Assets8.81B
Vanguard Value Index Adm
Price$71.43
Change+$0.22 (+0.31%)
VolumeN/A
Net Assets195.81B
LCBEX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCBEX vs. VVIAX commentary
Aug 29, 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: 196B vs. LCBEX (8.81B). 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 : 7.01 vs. LCBEX (3.43). VVIAX return over 5 years is better than : 68.64 vs. LCBEX (35.50).
| 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 | 12 years | 25 years | - |
| Gain YTD | 6.901 | 7.880 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.81B | 196B | 4% |
| Annual Yield % from dividends | 1.45 | 2.18 | 67% |
| Returns for 1 year | 3.43 | 7.01 | 49% |
| Returns for 3 years | 19.29 | 32.61 | 59% |
| Returns for 5 years | 35.50 | 68.64 | 52% |
| Returns for 10 years | 92.69 | 129.59 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KBWY | 16.31 | 0.28 | +1.75% |
| Invesco KBW Premium Yield Eq REIT ETF | |||
| SPAM | 32.43 | 0.46 | +1.43% |
| Themes Cybersecurity ETF | |||
| TSEL | 29.21 | 0.13 | +0.46% |
| Touchstone Sands Capital US Sel Gr ETF | |||
| JHML | 76.52 | 0.26 | +0.34% |
| JHancock Multifactor Large Cap ETF | |||
| FLGR | 33.10 | -0.22 | -0.66% |
| Franklin FTSE Germany ETF | |||