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LCBDX vs VVIAX
LCBDX vs VVIAX Comparison
Open Charts LCBDX vs VVIAX
ClearBridge Tactical Dividend Income IS
Price$24.97
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets356.49M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LCBDX vs VVIAX Comparison Chart in %
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LCBDX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. LCBDX (356M). LCBDX pays higher dividends than VVIAX: LCBDX (3.43) vs VVIAX (2.18). LCBDX was incepted earlier than VVIAX: LCBDX (12 years) vs VVIAX (25 years). LCBDX (1.07) is less costly to investors than VVIAX (0.05). LCBDX is a more actively managed with annual turnover of: 59.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than LCBDX: VVIAX (3000) vs LCBDX (1000000). VVIAX (7.91) and LCBDX (7.56) have marching annual gain over last year. LCBDX return over 5 years is better than : 82.94 vs. VVIAX (68.54).
| LCBDX | VVIAX | LCBDX / VVIAX | |
| Total Expense Ratio | 1.07 | 0.05 | 2,140% |
| Annual Report Gross Expense Ratio | 1.07 | 0.05 | 2,140% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 1.418 | 6.517 | 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 | 2.18 | 157% |
| Returns for 1 year | 7.56 | 7.91 | 96% |
| Returns for 3 years | 34.99 | 25.93 | 135% |
| Returns for 5 years | 82.94 | 68.54 | 121% |
| Returns for 10 years | 102.38 | 114.61 | 89% |
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