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LCBVX vs VIVAX
LCBVX vs VIVAX Comparison
Open Charts LCBVX vs VIVAX
ClearBridge Large Cap Value R
Price$41.21
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets2.35B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LCBVX vs VIVAX Comparison Chart in %
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LCBVX vs. VIVAX 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 LCBVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. LCBVX (2.35B). VIVAX pays higher dividends than LCBVX: VIVAX (2.06) vs LCBVX (0.68). LCBVX was incepted earlier than VIVAX: LCBVX (12 years) vs VIVAX (33 years). LCBVX (1.23) is less costly to investors than VIVAX (0.17). LCBVX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). LCBVX has a lower initial minimum investment than VIVAX: LCBVX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. LCBVX (-2.91). VIVAX return over 5 years is better than : 68.56 vs. LCBVX (32.76).
| LCBVX | VIVAX | LCBVX / VIVAX | |
| Total Expense Ratio | 1.23 | 0.17 | 724% |
| Annual Report Gross Expense Ratio | 1.23 | 0.17 | 724% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 4.624 | 6.512 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 196B | 1% |
| Annual Yield % from dividends | 0.68 | 2.06 | 33% |
| Returns for 1 year | -2.91 | 7.90 | -37% |
| Returns for 3 years | 11.91 | 25.93 | 46% |
| Returns for 5 years | 32.76 | 68.56 | 48% |
| Returns for 10 years | 50.08 | 114.64 | 44% |
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