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LCBVX vs VIVAX
LCBVX vs VIVAX Comparison
Open Charts LCBVX vs VIVAX
ClearBridge Large Cap Value R
Price$40.79
Change+$0.36 (+0.89%)
VolumeN/A
Net Assets2.46B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
LCBVX vs VIVAX Comparison Chart
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LCBVX vs. VIVAX 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 LCBVX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LCBVX (2.46B). VIVAX pays higher dividends than LCBVX: VIVAX (2.25) vs LCBVX (0.65). LCBVX was incepted earlier than VIVAX: LCBVX (11 years) vs VIVAX (32 years). LCBVX is a more actively managed with annual turnover of: 18.00 vs. VIVAX (10.00). 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 : 18.19 vs. LCBVX (2.61). VIVAX return over 5 years is better than : 44.18 vs. LCBVX (22.04).
| LCBVX | VIVAX | LCBVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 3.187 | 3.194 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 184B | 1% |
| Annual Yield % from dividends | 0.65 | 2.25 | 29% |
| Returns for 1 year | 2.61 | 18.19 | 14% |
| Returns for 3 years | 5.19 | 18.46 | 28% |
| Returns for 5 years | 22.04 | 44.18 | 50% |
| Returns for 10 years | 53.67 | 111.10 | 48% |
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