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LMMRX vs VSMPX
LMMRX vs VSMPX Comparison
Open Charts LMMRX vs VSMPX
ClearBridge Dividend Strategy R
Price$32.16
Change-$0.13 (-0.40%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
LMMRX vs VSMPX Comparison Chart
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LMMRX vs. VSMPX commentary
Nov 18, 2024
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 LMMRX is a StrongBuy and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. LMMRX (8.51B). VSMPX pays higher dividends than LMMRX: VSMPX (1.36) vs LMMRX (0.90). LMMRX was incepted earlier than VSMPX: LMMRX (13 years) vs VSMPX (10 years). LMMRX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). LMMRX has a lower initial minimum investment than VSMPX: LMMRX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 30.55 vs. LMMRX (17.32). VSMPX return over 5 years is better than : 83.80 vs. LMMRX (30.15).
| LMMRX | VSMPX | LMMRX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 17.319 | 22.437 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.51B | 1.73T | 0% |
| Annual Yield % from dividends | 0.90 | 1.36 | 66% |
| Returns for 1 year | 17.32 | 30.55 | 57% |
| Returns for 3 years | 1.40 | 19.95 | 7% |
| Returns for 5 years | 30.15 | 83.80 | 36% |
| Returns for 10 years | 69.83 | N/A | - |
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