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LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$30.60
Change+$0.35 (+1.16%)
VolumeN/A
Net Assets8.01B
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
LCBEX vs VVIAX Comparison Chart
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LCBEX vs. VVIAX commentary
Apr 25, 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: 191B vs. LCBEX (8.01B). 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 : 3.38 vs. LCBEX (1.80). VVIAX return over 5 years is better than : 69.91 vs. LCBEX (46.07).
| 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 | -1.972 | -3.426 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.01B | 191B | 4% |
| Annual Yield % from dividends | 1.44 | 2.26 | 64% |
| Returns for 1 year | 1.80 | 3.38 | 53% |
| Returns for 3 years | 4.44 | 12.73 | 35% |
| Returns for 5 years | 46.07 | 69.91 | 66% |
| Returns for 10 years | 62.28 | 92.47 | 67% |
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