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LCBOX vs VVIAX
LCBOX vs VVIAX Comparison
Open Charts LCBOX vs VVIAX
ClearBridge Dividend Strategy 1
Price$30.21
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
LCBOX vs VVIAX Comparison Chart
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LCBOX vs. VVIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LCBOX (8.41B). 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 : 18.18 vs. LCBOX (10.33). VVIAX return over 5 years is better than : 44.18 vs. LCBOX (23.10).
| 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 | 1.854 | 3.195 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 184B | 5% |
| Annual Yield % from dividends | 1.44 | 2.36 | 61% |
| Returns for 1 year | 10.33 | 18.18 | 57% |
| Returns for 3 years | 5.41 | 18.46 | 29% |
| Returns for 5 years | 23.10 | 44.18 | 52% |
| Returns for 10 years | 66.68 | 111.13 | 60% |
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