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LCBVX vs VIVAX
LCBVX vs VIVAX Comparison
Open Charts LCBVX vs VIVAX
ClearBridge Large Cap Value R
Price$42.16
Change-$0.29 (-0.68%)
VolumeN/A
Net Assets2.39B
Vanguard Value Index I
Price$72.00
Change-$0.14 (-0.19%)
VolumeN/A
Net Assets202.84B
LCBVX vs VIVAX Comparison Chart in %
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LCBVX vs. VIVAX commentary
Sep 16, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. LCBVX (2.39B). VIVAX pays higher dividends than LCBVX: VIVAX (1.99) vs LCBVX (0.65). LCBVX was incepted earlier than VIVAX: LCBVX (12 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 : 7.98 vs. LCBVX (-1.25). VIVAX return over 5 years is better than : 72.16 vs. LCBVX (38.32).
| LCBVX | VIVAX | LCBVX / VIVAX | |
| Total Expense Ratio | 1.23 | 0.17 | 724% |
| Annual Report Gross Expense Ratio | 1.23 | 0.17 | 724% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 7.036 | 9.253 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 203B | 1% |
| Annual Yield % from dividends | 0.65 | 1.99 | 33% |
| Returns for 1 year | -1.25 | 7.98 | -16% |
| Returns for 3 years | 21.59 | 38.74 | 56% |
| Returns for 5 years | 38.32 | 72.16 | 53% |
| Returns for 10 years | 63.72 | 138.53 | 46% |
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