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LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$30.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.97B
Vanguard Value Index Adm
Price$75.21
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets215.53B
LCBEX vs VVIAX Comparison Chart in %
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LCBEX vs. VVIAX commentary
Dec 27, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. LCBEX (8.98B). VVIAX pays higher dividends than LCBEX: VVIAX (2.04) vs LCBEX (1.34). 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 : 12.67 vs. LCBEX (-0.51). VVIAX return over 5 years is better than : 64.99 vs. LCBEX (21.50).
| 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 | 0.935 | 14.019 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 216B | 4% |
| Annual Yield % from dividends | 1.34 | 2.04 | 66% |
| Returns for 1 year | -0.51 | 12.67 | -4% |
| Returns for 3 years | 16.05 | 37.80 | 42% |
| Returns for 5 years | 21.50 | 64.99 | 33% |
| Returns for 10 years | 74.56 | 134.87 | 55% |
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