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LCBEX vs VIVAX
LCBEX vs VIVAX Comparison
Open Charts LCBEX vs VIVAX
ClearBridge Dividend Strategy IS
Price$33.09
Change-$0.38 (-1.14%)
VolumeN/A
Net Assets8.93B
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
LCBEX vs VIVAX Comparison Chart in %
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LCBEX vs. VIVAX commentary
Nov 14, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. LCBEX (8.93B). VIVAX pays higher dividends than LCBEX: VIVAX (1.98) vs LCBEX (1.37). LCBEX was incepted earlier than VIVAX: LCBEX (13 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 : 5.48 vs. LCBEX (-1.63). VIVAX return over 5 years is better than : 64.67 vs. LCBEX (33.12).
| LCBEX | VIVAX | LCBEX / VIVAX | |
| Total Expense Ratio | 0.66 | 0.17 | 388% |
| Annual Report Gross Expense Ratio | 0.66 | 0.17 | 388% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 8.053 | 10.844 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 208B | 4% |
| Annual Yield % from dividends | 1.37 | 1.98 | 69% |
| Returns for 1 year | -1.63 | 5.48 | -30% |
| Returns for 3 years | 21.35 | 32.94 | 65% |
| Returns for 5 years | 33.12 | 64.67 | 51% |
| Returns for 10 years | 88.14 | 129.02 | 68% |
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