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LCBOX vs VVIAX
LCBOX vs VVIAX Comparison
Open Charts LCBOX vs VVIAX
ClearBridge Dividend Strategy 1
Price$30.67
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LCBOX vs VVIAX Comparison Chart in %
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LCBOX vs. VVIAX commentary
Jul 07, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LCBOX (8.65B). 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 : 12.03 vs. LCBOX (5.29). VVIAX return over 5 years is better than : 80.13 vs. LCBOX (43.55).
| 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 | 4.288 | 6.198 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 189B | 5% |
| Annual Yield % from dividends | 1.46 | 2.18 | 67% |
| Returns for 1 year | 5.29 | 12.03 | 44% |
| Returns for 3 years | 19.66 | 35.17 | 56% |
| Returns for 5 years | 43.55 | 80.13 | 54% |
| Returns for 10 years | 76.10 | 115.67 | 66% |
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