Interact to see
Advertisement
Advertisement
LCBEX vs VIVIX
LCBEX vs VIVIX Comparison
Open Charts LCBEX vs VIVIX
ClearBridge Dividend Strategy IS
Price$32.06
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LCBEX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCBEX vs. VIVIX commentary
Jul 07, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LCBEX (8.65B). VIVIX pays higher dividends than LCBEX: VIVIX (2.19) vs LCBEX (1.46). LCBEX was incepted earlier than VIVIX: LCBEX (12 years) vs VIVIX (27 years). LCBEX (0.66) is less costly to investors than VIVIX (0.04). LCBEX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (9.00). LCBEX has a lower initial minimum investment than VIVIX: LCBEX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. LCBEX (5.76). VIVIX return over 5 years is better than : 80.14 vs. LCBEX (45.57).
| LCBEX | VIVIX | LCBEX / VIVIX | |
| Total Expense Ratio | 0.66 | 0.04 | 1,650% |
| Annual Report Gross Expense Ratio | 0.66 | 0.04 | 1,650% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 4.393 | 6.215 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 189B | 5% |
| Annual Yield % from dividends | 1.46 | 2.19 | 67% |
| Returns for 1 year | 5.76 | 12.05 | 48% |
| Returns for 3 years | 20.83 | 35.17 | 59% |
| Returns for 5 years | 45.57 | 80.14 | 57% |
| Returns for 10 years | 80.12 | 115.68 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement