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LBRIX vs VVIAX
LBRIX vs VVIAX Comparison
Open Charts LBRIX vs VVIAX
ClearBridge Dividend Strategy FI
Price$31.38
Change+$0.13 (+0.42%)
VolumeN/A
Net Assets8.86B
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
LBRIX vs VVIAX Comparison Chart in %
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LBRIX vs. VVIAX commentary
Sep 08, 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: 203B vs. LBRIX (8.86B). VVIAX pays higher dividends than LBRIX: VVIAX (2.10) 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 : 7.74 vs. LBRIX (3.65). VVIAX return over 5 years is better than : 70.16 vs. LBRIX (34.11).
| 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 | 7.039 | 7.850 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 203B | 4% |
| Annual Yield % from dividends | 1.05 | 2.10 | 50% |
| Returns for 1 year | 3.65 | 7.74 | 47% |
| Returns for 3 years | 21.38 | 36.61 | 58% |
| Returns for 5 years | 34.11 | 70.16 | 49% |
| Returns for 10 years | 87.19 | 131.61 | 66% |