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LCBVX vs VIVAX
LCBVX vs VIVAX Comparison
Open Charts LCBVX vs VIVAX
ClearBridge Large Cap Value R
Price$38.39
Change+$0.19 (+0.50%)
VolumeN/A
Net Assets2.23B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
LCBVX vs VIVAX Comparison Chart
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LCBVX vs. VIVAX commentary
May 09, 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 LCBVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LCBVX (2.23B). VIVAX pays higher dividends than LCBVX: VIVAX (2.22) vs LCBVX (0.73). LCBVX was incepted earlier than VIVAX: LCBVX (11 years) vs VIVAX (33 years). LCBVX (1.23) is less costly to investors than VIVAX (0.17). LCBVX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). LCBVX has a lower initial minimum investment than VIVAX: LCBVX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 5.12 vs. LCBVX (-8.60). VIVAX return over 5 years is better than : 72.17 vs. LCBVX (39.88).
| LCBVX | VIVAX | LCBVX / VIVAX | |
| Total Expense Ratio | 1.23 | 0.17 | 724% |
| Annual Report Gross Expense Ratio | 1.23 | 0.17 | 724% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | -3.186 | -0.958 | 333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 184B | 1% |
| Annual Yield % from dividends | 0.73 | 2.22 | 33% |
| Returns for 1 year | -8.60 | 5.12 | -168% |
| Returns for 3 years | 9.18 | 20.66 | 44% |
| Returns for 5 years | 39.88 | 72.17 | 55% |
| Returns for 10 years | 37.93 | 96.24 | 39% |
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