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LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$31.54
Change+$0.20 (+0.64%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
LCBEX vs VVIAX Comparison Chart
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LCBEX vs. VVIAX commentary
Jan 19, 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: 184B vs. LCBEX (8.41B). 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 : 18.18 vs. LCBEX (10.76). VVIAX return over 5 years is better than : 44.18 vs. LCBEX (24.77).
| 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 | 1.840 | 3.195 | 58% |
| 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 | 184B | 5% |
| Annual Yield % from dividends | 1.44 | 2.36 | 61% |
| Returns for 1 year | 10.76 | 18.18 | 59% |
| Returns for 3 years | 6.40 | 18.46 | 35% |
| Returns for 5 years | 24.77 | 44.18 | 56% |
| Returns for 10 years | 70.32 | 111.13 | 63% |
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