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LCBOX vs VIVIX
LCBOX vs VIVIX Comparison
Open Charts LCBOX vs VIVIX
ClearBridge Dividend Strategy 1
Price$30.47
Change-$0.24 (-0.78%)
VolumeN/A
Net Assets8.53B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
LCBOX vs VIVIX Comparison Chart
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LCBOX vs. VIVIX commentary
Feb 23, 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 LCBOX is a Hold and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. LCBOX (8.53B). VIVIX pays higher dividends than LCBOX: VIVIX (2.37) vs LCBOX (1.44). LCBOX was incepted earlier than VIVIX: LCBOX (14 years) vs VIVIX (27 years). LCBOX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (10.00). LCBOX has a lower initial minimum investment than VIVIX: LCBOX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 14.79 vs. LCBOX (9.04). VIVIX return over 5 years is better than : 48.95 vs. LCBOX (26.48).
| LCBOX | VIVIX | LCBOX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 3.810 | 5.407 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.53B | 193B | 4% |
| Annual Yield % from dividends | 1.44 | 2.37 | 61% |
| Returns for 1 year | 9.04 | 14.79 | 61% |
| Returns for 3 years | 9.80 | 25.40 | 39% |
| Returns for 5 years | 26.48 | 48.95 | 54% |
| Returns for 10 years | 66.47 | 107.97 | 62% |