Interact to see
Advertisement
Advertisement
LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$32.09
Change-$0.23 (-0.71%)
VolumeN/A
Net Assets8.47B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LCBEX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LCBEX vs. VVIAX commentary
Jun 16, 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: 189B vs. LCBEX (8.47B). VVIAX pays higher dividends than LCBEX: VVIAX (2.28) vs LCBEX (1.42). 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 : 8.01 vs. LCBEX (5.44). VVIAX return over 5 years is better than : 72.56 vs. LCBEX (46.05).
| 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 | 3.991 | 2.436 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 189B | 4% |
| Annual Yield % from dividends | 1.42 | 2.28 | 62% |
| Returns for 1 year | 5.44 | 8.01 | 68% |
| Returns for 3 years | 22.60 | 32.19 | 70% |
| Returns for 5 years | 46.05 | 72.56 | 63% |
| Returns for 10 years | 75.20 | 103.54 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers