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LCBVX vs VIVAX
LCBVX vs VIVAX Comparison
Open Charts LCBVX vs VIVAX
ClearBridge Large Cap Value R
Price$45.12
Change+$0.06 (+0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.30
Change+$0.16 (+0.23%)
VolumeN/A
CapitalizationN/A
LCBVX vs VIVAX Comparison Chart
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LCBVX vs. VIVAX commentary
Dec 14, 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 StrongSell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LCBVX (2.52B). 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 : 17.01 vs. LCBVX (10.68). VIVAX return over 5 years is better than : 47.16 vs. LCBVX (33.01).
| 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 | 11.234 | 16.917 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 195B | 1% |
| Annual Yield % from dividends | 0.65 | 2.25 | 29% |
| Returns for 1 year | 10.68 | 17.01 | 63% |
| Returns for 3 years | 13.96 | 21.71 | 64% |
| Returns for 5 years | 33.01 | 47.16 | 70% |
| Returns for 10 years | 71.34 | 116.65 | 61% |
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