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LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$33.34
Change+$0.25 (+0.76%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index Adm
Price$72.77
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
LCBEX vs VVIAX Comparison Chart in %
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LCBEX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. LCBEX (8.94B). VVIAX pays higher dividends than LCBEX: VVIAX (2.10) vs LCBEX (1.41). LCBEX was incepted earlier than VVIAX: LCBEX (12 years) vs VVIAX (25 years). LCBEX (0.66) is less costly to investors than VVIAX (0.05). LCBEX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than LCBEX: VVIAX (3000) vs LCBEX (1000000). VVIAX annual gain was more profitable for investors over the last year : 7.68 vs. LCBEX (2.59). VVIAX return over 5 years is better than : 81.82 vs. LCBEX (43.38).
| LCBEX | VVIAX | LCBEX / VVIAX | |
| Total Expense Ratio | 0.66 | 0.05 | 1,320% |
| Annual Report Gross Expense Ratio | 0.66 | 0.05 | 1,320% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 8.561 | 10.243 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 203B | 4% |
| Annual Yield % from dividends | 1.41 | 2.10 | 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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