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LCBEX vs VVIAX
LCBEX vs VVIAX Comparison
Open Charts LCBEX vs VVIAX
ClearBridge Dividend Strategy IS
Price$32.53
Change-$0.09 (-0.28%)
VolumeN/A
Net Assets8.78B
Vanguard Value Index Adm
Price$70.65
Change+$0.33 (+0.47%)
VolumeN/A
Net Assets195.81B
LCBEX vs VVIAX Comparison Chart in %
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LCBEX vs. VVIAX commentary
Aug 20, 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: 196B vs. LCBEX (8.78B). VVIAX pays higher dividends than LCBEX: VVIAX (2.18) vs LCBEX (1.45). 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 : 7.59 vs. LCBEX (4.43). VVIAX return over 5 years is better than : 70.19 vs. LCBEX (37.59).
| 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 | 5.924 | 6.532 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.78B | 196B | 4% |
| Annual Yield % from dividends | 1.45 | 2.18 | 67% |
| Returns for 1 year | 4.43 | 7.59 | 58% |
| Returns for 3 years | 14.14 | 27.03 | 52% |
| Returns for 5 years | 37.59 | 70.19 | 54% |
| Returns for 10 years | 91.33 | 127.45 | 72% |
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