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LCBOX vs VVIAX
LCBOX vs VVIAX Comparison
Open Charts LCBOX vs VVIAX
ClearBridge Dividend Strategy 1
Price$31.20
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets8.78B
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LCBOX vs VVIAX Comparison Chart in %
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LCBOX vs. VVIAX commentary
Aug 18, 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 LCBOX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. LCBOX (8.78B). VVIAX pays higher dividends than LCBOX: VVIAX (2.18) vs LCBOX (1.46). LCBOX was incepted earlier than VVIAX: LCBOX (14 years) vs VVIAX (25 years). LCBOX (0.72) is less costly to investors than VVIAX (0.05). LCBOX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). LCBOX has a lower initial minimum investment than VVIAX: LCBOX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.91 vs. LCBOX (4.53). VVIAX return over 5 years is better than : 68.54 vs. LCBOX (35.47).
| LCBOX | VVIAX | LCBOX / VVIAX | |
| Total Expense Ratio | 0.72 | 0.05 | 1,440% |
| Annual Report Gross Expense Ratio | 0.72 | 0.05 | 1,440% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 6.090 | 6.517 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.78B | 196B | 4% |
| Annual Yield % from dividends | 1.46 | 2.18 | 67% |
| Returns for 1 year | 4.53 | 7.91 | 57% |
| Returns for 3 years | 12.09 | 25.93 | 47% |
| Returns for 5 years | 35.47 | 68.54 | 52% |
| Returns for 10 years | 77.68 | 114.61 | 68% |
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