Interact to see
Advertisement
Advertisement
LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$33.34
Change+$0.20 (+0.60%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
LCBEX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCBEX vs. VVIAX commentary
Oct 19, 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: 208B vs. LCBEX (8.94B). VVIAX pays higher dividends than LCBEX: VVIAX (2.08) 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 : 4.64 vs. LCBEX (-0.10). VVIAX return over 5 years is better than : 71.80 vs. LCBEX (38.31).
| 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 | 8.870 | 9.746 | 91% |
| 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 | 208B | 4% |
| Annual Yield % from dividends | 1.34 | 2.08 | 65% |
| Returns for 1 year | -0.10 | 4.64 | -2% |
| Returns for 3 years | 31.84 | 43.00 | 74% |
| Returns for 5 years | 38.31 | 71.80 | 53% |
| Returns for 10 years | 91.02 | 129.42 | 70% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GTMUX | 24.21 | 0.08 | +0.33% |
| Goldman Sachs Small/Mid Cap Growth R6 | |||
| FKARX | 47.10 | 0.10 | +0.21% |
| Franklin Growth Opportunities R | |||
| GFAFX | 86.98 | 0.17 | +0.20% |
| American Funds Growth Fund of Amer F1 | |||
| PMARX | 12.77 | -0.03 | -0.23% |
| Victory Pioneer Equ Premium Income A | |||
| AVEMX | 27.38 | -0.14 | -0.51% |
| Ave Maria Value | |||