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LCBOX vs VVIAX
LCBOX vs VVIAX Comparison
Open Charts LCBOX vs VVIAX
ClearBridge Dividend Strategy 1
Price$28.74
Change+$0.51 (+1.81%)
VolumeN/A
Net Assets7.81B
Vanguard Value Index Adm
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
LCBOX vs VVIAX Comparison Chart
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LCBOX vs. VVIAX commentary
Apr 12, 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: 191B vs. LCBOX (7.82B). VVIAX pays higher dividends than LCBOX: VVIAX (2.26) vs LCBOX (1.44). LCBOX was incepted earlier than VVIAX: LCBOX (14 years) vs VVIAX (24 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 (10.00). 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 : 0.71 vs. LCBOX (-1.50). VVIAX return over 5 years is better than : 64.28 vs. LCBOX (39.64).
| 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 | 24 years | - |
| Gain YTD | -4.476 | -5.728 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.82B | 191B | 4% |
| Annual Yield % from dividends | 1.44 | 2.26 | 64% |
| Returns for 1 year | -1.50 | 0.71 | -212% |
| Returns for 3 years | -0.98 | 8.12 | -12% |
| Returns for 5 years | 39.64 | 64.28 | 62% |
| Returns for 10 years | 55.46 | 88.62 | 63% |
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