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LCBEX vs VIVIX
LCBEX vs VIVIX Comparison
Open Charts LCBEX vs VIVIX
ClearBridge Dividend Strategy IS
Price$33.34
Change+$0.25 (+0.76%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index I
Price$72.77
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
LCBEX vs VIVIX Comparison Chart in %
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LCBEX vs. VIVIX commentary
Sep 29, 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: 203B vs. LCBEX (8.94B). VIVIX pays higher dividends than LCBEX: VIVIX (2.11) vs LCBEX (1.41). 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 : 7.68 vs. LCBEX (2.59). VIVIX return over 5 years is better than : 81.82 vs. LCBEX (43.38).
| 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 | 8.561 | 10.260 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 203B | 4% |
| Annual Yield % from dividends | 1.41 | 2.11 | 67% |
| Returns for 1 year | 2.59 | 7.68 | 34% |
| Returns for 3 years | 35.40 | 50.25 | 70% |
| Returns for 5 years | 43.38 | 81.82 | 53% |
| Returns for 10 years | 103.71 | 147.68 | 70% |
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