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LCBVX vs VIVIX
LCBVX vs VIVIX Comparison
Open Charts LCBVX vs VIVIX
ClearBridge Large Cap Value R
Price$40.79
Change+$0.36 (+0.89%)
VolumeN/A
Net Assets2.46B
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
LCBVX vs VIVIX Comparison Chart
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LCBVX vs. VIVIX commentary
Jan 19, 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 Buy and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LCBVX (2.46B). VIVIX pays higher dividends than LCBVX: VIVIX (2.37) vs LCBVX (0.65). LCBVX was incepted earlier than VIVIX: LCBVX (11 years) vs VIVIX (27 years). LCBVX is a more actively managed with annual turnover of: 18.00 vs. VIVIX (10.00). LCBVX has a lower initial minimum investment than VIVIX: LCBVX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 18.21 vs. LCBVX (2.61). VIVIX return over 5 years is better than : 44.19 vs. LCBVX (22.04).
| LCBVX | VIVIX | LCBVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 3.187 | 3.211 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 184B | 1% |
| Annual Yield % from dividends | 0.65 | 2.37 | 27% |
| Returns for 1 year | 2.61 | 18.21 | 14% |
| Returns for 3 years | 5.19 | 18.46 | 28% |
| Returns for 5 years | 22.04 | 44.19 | 50% |
| Returns for 10 years | 53.67 | 111.13 | 48% |
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