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LCBVX vs VIVAX
LCBVX vs VIVAX Comparison
Open Charts LCBVX vs VIVAX
ClearBridge Large Cap Value R
Price$40.67
Change-$0.63 (-1.53%)
VolumeN/A
Net Assets2.41B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
LCBVX vs VIVAX Comparison Chart
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LCBVX vs. VIVAX 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 LCBVX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. LCBVX (2.41B). 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 : 13.43 vs. LCBVX (-1.36). VIVAX return over 5 years is better than : 47.22 vs. LCBVX (22.96).
| 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 | 2.884 | 4.148 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 193B | 1% |
| Annual Yield % from dividends | 0.65 | 2.25 | 29% |
| Returns for 1 year | -1.36 | 13.43 | -10% |
| Returns for 3 years | 9.70 | 23.92 | 41% |
| Returns for 5 years | 22.96 | 47.22 | 49% |
| Returns for 10 years | 46.53 | 105.56 | 44% |
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