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LCBVX vs VIVAX
LCBVX vs VIVAX Comparison
Open Charts LCBVX vs VIVAX
ClearBridge Large Cap Value R
Price$41.76
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets2.37B
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
LCBVX vs VIVAX Comparison Chart in %
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LCBVX vs. VIVAX commentary
Sep 09, 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: 203B vs. LCBVX (2.37B). VIVAX pays higher dividends than LCBVX: VIVAX (1.99) vs LCBVX (0.65). 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 : 7.74 vs. LCBVX (-2.13). VIVAX return over 5 years is better than : 70.18 vs. LCBVX (35.03).
| 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 | 6.147 | 7.845 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.37B | 203B | 1% |
| Annual Yield % from dividends | 0.65 | 1.99 | 33% |
| Returns for 1 year | -2.13 | 7.74 | -28% |
| Returns for 3 years | 21.75 | 36.63 | 59% |
| Returns for 5 years | 35.03 | 70.18 | 50% |
| Returns for 10 years | 62.19 | 131.64 | 47% |
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