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LCBVX vs VIVAX
LCBVX vs VIVAX Comparison
Open Charts LCBVX vs VIVAX
ClearBridge Large Cap Value R
Price$43.95
Change-$0.03 (-0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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LCBVX vs VIVAX Comparison Chart
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LCBVX vs. VIVAX commentary
Sep 21, 2024
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 StrongBuy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. LCBVX (3.09B). 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 : 20.39 vs. LCBVX (13.01). VIVAX return over 5 years is better than : 54.21 vs. LCBVX (35.37).
| 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 | 7.463 | 15.335 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 183B | 2% |
| Annual Yield % from dividends | 0.65 | 2.25 | 29% |
| Returns for 1 year | 13.01 | 20.39 | 64% |
| Returns for 3 years | 14.35 | 25.01 | 57% |
| Returns for 5 years | 35.37 | 54.21 | 65% |
| Returns for 10 years | 61.29 | 109.13 | 56% |
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