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LCBVX vs VIVAX
LCBVX vs VIVAX Comparison
Open Charts LCBVX vs VIVAX
ClearBridge Large Cap Value R
Price$39.30
Change-$0.54 (-1.36%)
VolumeN/A
Net Assets2.27B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LCBVX vs VIVAX Comparison Chart
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LCBVX vs. VIVAX commentary
Jun 16, 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: 189B vs. LCBVX (2.27B). VIVAX pays higher dividends than LCBVX: VIVAX (2.16) vs LCBVX (0.71). LCBVX was incepted earlier than VIVAX: LCBVX (11 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 : 8.01 vs. LCBVX (-5.81). VIVAX return over 5 years is better than : 72.56 vs. LCBVX (38.47).
| LCBVX | VIVAX | LCBVX / VIVAX | |
| Total Expense Ratio | 1.23 | 0.17 | 724% |
| Annual Report Gross Expense Ratio | 1.23 | 0.17 | 724% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | -0.398 | 2.419 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 189B | 1% |
| Annual Yield % from dividends | 0.71 | 2.16 | 33% |
| Returns for 1 year | -5.81 | 8.01 | -73% |
| Returns for 3 years | 17.83 | 32.20 | 55% |
| Returns for 5 years | 38.47 | 72.56 | 53% |
| Returns for 10 years | 41.18 | 103.54 | 40% |
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