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LCBVX vs VIVAX
LCBVX vs VIVAX Comparison
Open Charts LCBVX vs VIVAX
ClearBridge Large Cap Value R
Price$37.42
Change+$0.62 (+1.68%)
VolumeN/A
Net Assets2.16B
Vanguard Value Index I
Price$63.21
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
LCBVX vs VIVAX Comparison Chart
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LCBVX vs. VIVAX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. LCBVX (2.16B). VIVAX pays higher dividends than LCBVX: VIVAX (2.14) vs LCBVX (0.70). LCBVX was incepted earlier than VIVAX: LCBVX (11 years) vs VIVAX (32 years). LCBVX (1.40) is less costly to investors than VIVAX (0.17). LCBVX is a more actively managed with annual turnover of: 22.00 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 : 0.72 vs. LCBVX (-12.10). VIVAX return over 5 years is better than : 64.30 vs. LCBVX (35.38).
| LCBVX | VIVAX | LCBVX / VIVAX | |
| Total Expense Ratio | 1.40 | 0.17 | 824% |
| Annual Report Gross Expense Ratio | 1.40 | 0.17 | 824% |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | -6.734 | -5.712 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 191B | 1% |
| Annual Yield % from dividends | 0.70 | 2.14 | 33% |
| Returns for 1 year | -12.10 | 0.72 | -1,688% |
| Returns for 3 years | -2.10 | 8.14 | -26% |
| Returns for 5 years | 35.38 | 64.30 | 55% |
| Returns for 10 years | 33.51 | 88.68 | 38% |
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