Interact to see
Advertisement
Advertisement
LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$32.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.7B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LCBEX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCBEX vs. VVIAX commentary
Jul 28, 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: 195B vs. LCBEX (8.7B). VVIAX pays higher dividends than LCBEX: VVIAX (2.18) vs LCBEX (1.46). 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 : 9.75 vs. LCBEX (6.00). VVIAX return over 5 years is better than : 74.87 vs. LCBEX (42.08).
| 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 | 5.207 | 6.714 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.7B | 195B | 4% |
| Annual Yield % from dividends | 1.46 | 2.18 | 67% |
| Returns for 1 year | 6.00 | 9.75 | 62% |
| Returns for 3 years | 19.97 | 34.32 | 58% |
| Returns for 5 years | 42.08 | 74.87 | 56% |
| Returns for 10 years | 80.71 | 116.26 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement