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LCBVX vs VVIAX
LCBVX vs VVIAX Comparison
Open Charts LCBVX vs VVIAX
ClearBridge Large Cap Value R
Price$38.48
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets2.24B
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
LCBVX vs VVIAX Comparison Chart
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LCBVX vs. VVIAX commentary
May 10, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LCBVX (2.24B). VVIAX pays higher dividends than LCBVX: VVIAX (2.34) vs LCBVX (0.73). LCBVX was incepted earlier than VVIAX: LCBVX (11 years) vs VVIAX (25 years). LCBVX (1.23) is less costly to investors than VVIAX (0.05). LCBVX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (9.00). LCBVX has a lower initial minimum investment than VVIAX: LCBVX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.70 vs. LCBVX (-8.75). VVIAX return over 5 years is better than : 72.85 vs. LCBVX (40.58).
| LCBVX | VVIAX | LCBVX / VVIAX | |
| Total Expense Ratio | 1.23 | 0.05 | 2,460% |
| Annual Report Gross Expense Ratio | 1.23 | 0.05 | 2,460% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | -2.705 | -0.578 | 468% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 184B | 1% |
| Annual Yield % from dividends | 0.73 | 2.34 | 31% |
| Returns for 1 year | -8.75 | 4.70 | -186% |
| Returns for 3 years | 10.06 | 21.54 | 47% |
| Returns for 5 years | 40.58 | 72.85 | 56% |
| Returns for 10 years | 39.05 | 97.55 | 40% |
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