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LCBDX vs VIVAX
LCBDX vs VIVAX Comparison
Open Charts LCBDX vs VIVAX
ClearBridge Tactical Dividend Income IS
Price$24.97
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets356.49M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LCBDX vs VIVAX Comparison Chart in %
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LCBDX vs. VIVAX commentary
Aug 19, 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 LCBDX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. LCBDX (356M). LCBDX pays higher dividends than VIVAX: LCBDX (3.43) vs VIVAX (2.06). LCBDX was incepted earlier than VIVAX: LCBDX (12 years) vs VIVAX (33 years). LCBDX (1.07) is less costly to investors than VIVAX (0.17). LCBDX is a more actively managed with annual turnover of: 59.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than LCBDX: VIVAX (3000) vs LCBDX (1000000). VIVAX (7.90) and LCBDX (7.56) have marching annual gain over last year. LCBDX return over 5 years is better than : 82.94 vs. VIVAX (68.56).
| LCBDX | VIVAX | LCBDX / VIVAX | |
| Total Expense Ratio | 1.07 | 0.17 | 629% |
| Annual Report Gross Expense Ratio | 1.07 | 0.17 | 629% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 1.418 | 6.512 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 196B | 0% |
| Annual Yield % from dividends | 3.43 | 2.06 | 166% |
| Returns for 1 year | 7.56 | 7.90 | 96% |
| Returns for 3 years | 34.99 | 25.93 | 135% |
| Returns for 5 years | 82.94 | 68.56 | 121% |
| Returns for 10 years | 102.38 | 114.64 | 89% |
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