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LMMRX vs VSMPX
LMMRX vs VSMPX Comparison
Open Charts LMMRX vs VSMPX
ClearBridge Dividend Strategy R
Price$28.44
Change+$0.51 (+1.83%)
VolumeN/A
Net Assets7.81B
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
LMMRX vs VSMPX Comparison Chart
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LMMRX vs. VSMPX commentary
Apr 12, 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 LMMRX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. LMMRX (7.82B). VSMPX pays higher dividends than LMMRX: VSMPX (1.37) vs LMMRX (0.84). LMMRX was incepted earlier than VSMPX: LMMRX (13 years) vs VSMPX (10 years). LMMRX (1.36) is less costly to investors than VSMPX (0.02). 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 : 0.32 vs. LMMRX (-2.22). VSMPX return over 5 years is better than : 85.42 vs. LMMRX (35.53).
| LMMRX | VSMPX | LMMRX / VSMPX | |
| Total Expense Ratio | 1.36 | 0.02 | 6,800% |
| Annual Report Gross Expense Ratio | 1.36 | 0.02 | 6,800% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | -4.679 | -11.144 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.82B | 1.7T | 0% |
| Annual Yield % from dividends | 0.84 | 1.37 | 62% |
| Returns for 1 year | -2.22 | 0.32 | -700% |
| Returns for 3 years | -3.06 | 17.06 | -18% |
| Returns for 5 years | 35.53 | 85.42 | 42% |
| Returns for 10 years | 48.26 | N/A | - |
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