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LCBDX vs VIVAX
LCBDX vs VIVAX Comparison
Open Charts LCBDX vs VIVAX
ClearBridge Tactical Dividend Income IS
Price$25.16
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets361.72M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LCBDX vs VIVAX Comparison Chart in %
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LCBDX vs. VIVAX commentary
Jul 28, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LCBDX (362M). LCBDX pays higher dividends than VIVAX: LCBDX (3.46) 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). LCBDX (10.17) and VIVAX (9.76) have marching annual gain over last year. LCBDX return over 5 years is better than : 94.44 vs. VIVAX (74.87).
| 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 | 2.189 | 6.724 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 362M | 195B | 0% |
| Annual Yield % from dividends | 3.46 | 2.06 | 168% |
| Returns for 1 year | 10.17 | 9.76 | 104% |
| Returns for 3 years | 46.06 | 34.31 | 134% |
| Returns for 5 years | 94.44 | 74.87 | 126% |
| Returns for 10 years | 101.53 | 116.32 | 87% |
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