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LCBEX vs VIVIX
LCBEX vs VIVIX Comparison
Open Charts LCBEX vs VIVIX
ClearBridge Dividend Strategy IS
Price$33.09
Change-$0.38 (-1.14%)
VolumeN/A
Net Assets8.93B
Vanguard Value Index I
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
LCBEX vs VIVIX Comparison Chart in %
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LCBEX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. LCBEX (8.93B). VIVIX pays higher dividends than LCBEX: VIVIX (2.10) vs LCBEX (1.37). LCBEX was incepted earlier than VIVIX: LCBEX (13 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 : 6.69 vs. LCBEX (-1.63). VIVIX return over 5 years is better than : 66.36 vs. LCBEX (33.12).
| 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 | 13 years | 27 years | - |
| Gain YTD | 8.053 | 11.991 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 208B | 4% |
| Annual Yield % from dividends | 1.37 | 2.10 | 65% |
| Returns for 1 year | -1.63 | 6.69 | -24% |
| Returns for 3 years | 21.35 | 33.49 | 64% |
| Returns for 5 years | 33.12 | 66.36 | 50% |
| Returns for 10 years | 88.14 | 134.98 | 65% |
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