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LBRIX vs VIVAX
LBRIX vs VIVAX Comparison
Open Charts LBRIX vs VIVAX
ClearBridge Dividend Strategy FI
Price$32.27
Change+$0.22 (+0.69%)
VolumeN/A
Net Assets8.97B
Vanguard Value Index I
Price$75.35
Change+$0.63 (+0.84%)
VolumeN/A
Net Assets215.53B
LBRIX vs VIVAX Comparison Chart in %
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LBRIX vs. VIVAX commentary
Dec 13, 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 LBRIX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. LBRIX (8.97B). VIVAX pays higher dividends than LBRIX: VIVAX (1.93) vs LBRIX (1.00). LBRIX was incepted earlier than VIVAX: LBRIX (13 years) vs VIVAX (33 years). LBRIX (1.27) is less costly to investors than VIVAX (0.17). LBRIX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). LBRIX has a lower initial minimum investment than VIVAX: LBRIX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 10.16 vs. LBRIX (0.52). VIVAX return over 5 years is better than : 63.66 vs. LBRIX (29.66).
| LBRIX | VIVAX | LBRIX / VIVAX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 10.335 | 14.146 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 216B | 4% |
| Annual Yield % from dividends | 1.00 | 1.93 | 52% |
| Returns for 1 year | 0.52 | 10.16 | 5% |
| Returns for 3 years | 18.92 | 34.53 | 55% |
| Returns for 5 years | 29.66 | 63.66 | 47% |
| Returns for 10 years | 87.84 | 139.88 | 63% |
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