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LCBEX vs VIVAX
LCBEX vs VIVAX Comparison
Open Charts LCBEX vs VIVAX
ClearBridge Dividend Strategy IS
Price$32.09
Change-$0.23 (-0.71%)
VolumeN/A
Net Assets8.47B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LCBEX vs VIVAX Comparison Chart
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LCBEX vs. VIVAX commentary
Jun 16, 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 LCBEX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LCBEX (8.47B). VIVAX pays higher dividends than LCBEX: VIVAX (2.16) vs LCBEX (1.42). LCBEX was incepted earlier than VIVAX: LCBEX (12 years) vs VIVAX (33 years). LCBEX (0.66) is less costly to investors than VIVAX (0.17). LCBEX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than LCBEX: VIVAX (3000) vs LCBEX (1000000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. LCBEX (5.44). VIVAX return over 5 years is better than : 72.56 vs. LCBEX (46.05).
| LCBEX | VIVAX | LCBEX / VIVAX | |
| Total Expense Ratio | 0.66 | 0.17 | 388% |
| Annual Report Gross Expense Ratio | 0.66 | 0.17 | 388% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 3.991 | 2.419 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 189B | 4% |
| Annual Yield % from dividends | 1.42 | 2.16 | 66% |
| Returns for 1 year | 5.44 | 8.01 | 68% |
| Returns for 3 years | 22.60 | 32.20 | 70% |
| Returns for 5 years | 46.05 | 72.56 | 63% |
| Returns for 10 years | 75.20 | 103.54 | 73% |
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