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LCBOX vs VVIAX
LCBOX vs VVIAX Comparison
Open Charts LCBOX vs VVIAX
ClearBridge Dividend Strategy 1
Price$29.69
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets8.2B
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
LCBOX vs VVIAX Comparison Chart
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LCBOX vs. VVIAX commentary
May 10, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LCBOX (8.2B). VVIAX pays higher dividends than LCBOX: VVIAX (2.34) vs LCBOX (1.46). LCBOX was incepted earlier than VVIAX: LCBOX (14 years) vs VVIAX (25 years). LCBOX (0.73) is less costly to investors than VVIAX (0.05). LCBOX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). LCBOX has a lower initial minimum investment than VVIAX: LCBOX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.70 vs. LCBOX (2.02). VVIAX return over 5 years is better than : 72.85 vs. LCBOX (44.65).
| LCBOX | VVIAX | LCBOX / VVIAX | |
| Total Expense Ratio | 0.73 | 0.05 | 1,460% |
| Annual Report Gross Expense Ratio | 0.73 | 0.05 | 1,460% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 0.329 | -0.578 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.2B | 184B | 4% |
| Annual Yield % from dividends | 1.46 | 2.34 | 62% |
| Returns for 1 year | 2.02 | 4.70 | 43% |
| Returns for 3 years | 11.10 | 21.54 | 52% |
| Returns for 5 years | 44.65 | 72.85 | 61% |
| Returns for 10 years | 63.69 | 97.55 | 65% |
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