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LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$31.21
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets9.05B
Vanguard Value Index Adm
Price$77.39
Change+$0.28 (+0.36%)
VolumeN/A
Net Assets217.68B
LCBEX vs VVIAX Comparison Chart in %
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LCBEX vs. VVIAX commentary
Jan 16, 2026
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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. LCBEX (9.05B). VVIAX pays higher dividends than LCBEX: VVIAX (2.04) vs LCBEX (1.45). LCBEX was incepted earlier than VVIAX: LCBEX (13 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 : 15.14 vs. LCBEX (1.57). VVIAX return over 5 years is better than : 62.72 vs. LCBEX (22.19).
| 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 | 13 years | 25 years | - |
| Gain YTD | 1.661 | 3.865 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.05B | 218B | 4% |
| Annual Yield % from dividends | 1.45 | 2.04 | 71% |
| Returns for 1 year | 1.57 | 15.14 | 10% |
| Returns for 3 years | 14.44 | 37.61 | 38% |
| Returns for 5 years | 22.19 | 62.72 | 35% |
| Returns for 10 years | 91.08 | 164.57 | 55% |
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