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LBRIX vs VVIAX
LBRIX vs VVIAX Comparison
Open Charts LBRIX vs VVIAX
ClearBridge Dividend Strategy FI
Price$30.53
Change-$0.22 (-0.72%)
VolumeN/A
Net Assets8.47B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LBRIX vs VVIAX Comparison Chart
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LBRIX vs. VVIAX commentary
Jun 16, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LBRIX (8.47B). VVIAX pays higher dividends than LBRIX: VVIAX (2.28) vs LBRIX (1.05). LBRIX was incepted earlier than VVIAX: LBRIX (12 years) vs VVIAX (25 years). LBRIX (1.27) is less costly to investors than VVIAX (0.05). LBRIX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). LBRIX has a lower initial minimum investment than VVIAX: LBRIX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.01 vs. LBRIX (4.52). VVIAX return over 5 years is better than : 72.56 vs. LBRIX (41.96).
| LBRIX | VVIAX | LBRIX / VVIAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 3.764 | 2.436 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 189B | 4% |
| Annual Yield % from dividends | 1.05 | 2.28 | 46% |
| Returns for 1 year | 4.52 | 8.01 | 56% |
| Returns for 3 years | 20.03 | 32.19 | 62% |
| Returns for 5 years | 41.96 | 72.56 | 58% |
| Returns for 10 years | 67.76 | 103.54 | 65% |
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