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LCBVX vs VIVIX
LCBVX vs VIVIX Comparison
Open Charts LCBVX vs VIVIX
ClearBridge Large Cap Value R
Price$40.67
Change-$0.63 (-1.53%)
VolumeN/A
Net Assets2.41B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
LCBVX vs VIVIX Comparison Chart
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LCBVX vs. VIVIX commentary
Feb 23, 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. LCBVX (2.41B). 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 : 13.44 vs. LCBVX (-1.36). VIVIX return over 5 years is better than : 47.20 vs. LCBVX (22.96).
| 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 | 2.884 | 4.165 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 193B | 1% |
| Annual Yield % from dividends | 0.65 | 2.37 | 27% |
| Returns for 1 year | -1.36 | 13.44 | -10% |
| Returns for 3 years | 9.70 | 23.92 | 41% |
| Returns for 5 years | 22.96 | 47.20 | 49% |
| Returns for 10 years | 46.53 | 105.52 | 44% |
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