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LCBVX vs VIVAX
LCBVX vs VIVAX Comparison
Open Charts LCBVX vs VIVAX
ClearBridge Large Cap Value R
Price$45.70
Change-$0.13 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
LCBVX vs VIVAX Comparison Chart
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LCBVX vs. VIVAX commentary
Nov 18, 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 Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LCBVX (2.82B). 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 : 25.55 vs. LCBVX (17.61). VIVAX return over 5 years is better than : 50.81 vs. LCBVX (35.87).
| 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 | 12.814 | 17.912 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 184B | 2% |
| Annual Yield % from dividends | 0.65 | 2.25 | 29% |
| Returns for 1 year | 17.61 | 25.55 | 69% |
| Returns for 3 years | 13.28 | 21.58 | 62% |
| Returns for 5 years | 35.87 | 50.81 | 71% |
| Returns for 10 years | 67.96 | 110.46 | 62% |
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