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LCBVX vs VIVAX
LCBVX vs VIVAX Comparison
Open Charts LCBVX vs VIVAX
ClearBridge Large Cap Value R
Price$42.62
Change+$0.26 (+0.61%)
VolumeN/A
Net Assets2.39B
Vanguard Value Index I
Price$73.18
Change+$0.39 (+0.54%)
VolumeN/A
Net Assets202.84B
LCBVX vs VIVAX Comparison Chart in %
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LCBVX vs. VIVAX commentary
Oct 05, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. LCBVX (2.39B). VIVAX pays higher dividends than LCBVX: VIVAX (1.97) vs LCBVX (0.62). 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 : 8.35 vs. LCBVX (-2.01). VIVAX return over 5 years is better than : 79.65 vs. LCBVX (40.43).
| 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 | 8.376 | 10.859 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 203B | 1% |
| Annual Yield % from dividends | 0.62 | 1.97 | 32% |
| Returns for 1 year | -2.01 | 8.35 | -24% |
| Returns for 3 years | 27.34 | 44.06 | 62% |
| Returns for 5 years | 40.43 | 79.65 | 51% |
| Returns for 10 years | 65.53 | 137.19 | 48% |
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