LBRIX
Price
$30.49
Change
+$0.17 (+0.56%)
Updated
Jul 3 closing price
Net Assets
8.65B
VVIAX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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LBRIX vs VVIAX

Header iconLBRIX vs VVIAX Comparison
Open Charts LBRIX vs VVIAXBanner chart's image
ClearBridge Dividend Strategy FI
Price$30.49
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LBRIX vs VVIAX Comparison Chart in %
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LBRIX vs. VVIAX 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 VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LBRIX (8.65B). VVIAX pays higher dividends than LBRIX: VVIAX (2.18) vs LBRIX (1.09). 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 : 12.03 vs. LBRIX (4.78). VVIAX return over 5 years is better than : 80.13 vs. LBRIX (41.28).
LBRIXVVIAXLBRIX / VVIAX
Total Expense Ratio1.150.052,300%
Annual Report Gross Expense Ratio1.270.052,540%
Fund Existence12 years25 years-
Gain YTD4.0366.19865%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.65B189B5%
Annual Yield % from dividends1.092.1850%
Returns for 1 year4.7812.0340%
Returns for 3 years18.2035.1752%
Returns for 5 years41.2880.1352%
Returns for 10 years72.19115.6762%
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