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LCBOX vs VVIAX
LCBOX vs VVIAX Comparison
Open Charts LCBOX vs VVIAX
ClearBridge Dividend Strategy 1
Price$30.47
Change-$0.24 (-0.78%)
VolumeN/A
Net Assets8.46B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
LCBOX vs VVIAX Comparison Chart
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LCBOX vs. VVIAX 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. LCBOX (8.46B). VVIAX pays higher dividends than LCBOX: VVIAX (2.36) vs LCBOX (1.44). LCBOX was incepted earlier than VVIAX: LCBOX (14 years) vs VVIAX (24 years). 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 : 14.79 vs. LCBOX (7.96). VVIAX return over 5 years is better than : 48.95 vs. LCBOX (26.15).
| LCBOX | VVIAX | LCBOX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.540 | 5.391 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 193B | 4% |
| Annual Yield % from dividends | 1.44 | 2.36 | 61% |
| Returns for 1 year | 7.96 | 14.79 | 54% |
| Returns for 3 years | 10.48 | 25.40 | 41% |
| Returns for 5 years | 26.15 | 48.95 | 53% |
| Returns for 10 years | 65.64 | 107.97 | 61% |
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