Ad is loading...
LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$30.64
Change-$0.80 (-2.54%)
VolumeN/A
Net Assets8.35B
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
LCBEX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LCBEX vs. VVIAX commentary
Apr 04, 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: 195B vs. LCBEX (8.35B). VVIAX pays higher dividends than LCBEX: VVIAX (2.26) vs LCBEX (1.44). LCBEX was incepted earlier than VVIAX: LCBEX (12 years) vs VVIAX (24 years). LCBEX (0.67) is less costly to investors than VVIAX (0.05). 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 : 7.67 vs. LCBEX (4.05). VVIAX return over 5 years is better than : 101.69 vs. LCBEX (69.84).
| LCBEX | VVIAX | LCBEX / VVIAX | |
| Total Expense Ratio | 0.67 | 0.05 | 1,340% |
| Annual Report Gross Expense Ratio | 0.67 | 0.05 | 1,340% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 1.884 | 2.421 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.35B | 195B | 4% |
| Annual Yield % from dividends | 1.44 | 2.26 | 64% |
| Returns for 1 year | 4.05 | 7.67 | 53% |
| Returns for 3 years | 4.74 | 17.36 | 27% |
| Returns for 5 years | 69.84 | 101.69 | 69% |
| Returns for 10 years | 70.15 | 106.86 | 66% |