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LBRIX vs VIVAX
LBRIX vs VIVAX Comparison
Open Charts LBRIX vs VIVAX
ClearBridge Dividend Strategy FI
Price$30.49
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LBRIX vs VIVAX Comparison Chart in %
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LBRIX vs. VIVAX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LBRIX (8.65B). VIVAX pays higher dividends than LBRIX: VIVAX (2.06) vs LBRIX (1.09). LBRIX was incepted earlier than VIVAX: LBRIX (12 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 : 12.04 vs. LBRIX (4.78). VIVAX return over 5 years is better than : 80.14 vs. LBRIX (41.28).
| LBRIX | VIVAX | LBRIX / VIVAX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 4.036 | 6.209 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 189B | 5% |
| Annual Yield % from dividends | 1.09 | 2.06 | 53% |
| Returns for 1 year | 4.78 | 12.04 | 40% |
| Returns for 3 years | 18.20 | 35.16 | 52% |
| Returns for 5 years | 41.28 | 80.14 | 52% |
| Returns for 10 years | 72.19 | 115.74 | 62% |
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