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LMMRX vs VSMPX
LMMRX vs VSMPX Comparison
Open Charts LMMRX vs VSMPX
ClearBridge Dividend Strategy R
Price$29.89
Change+$0.19 (+0.64%)
VolumeN/A
Net Assets8.41B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
LMMRX vs VSMPX Comparison Chart
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LMMRX vs. VSMPX commentary
Jan 19, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. LMMRX (8.41B). 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 : 25.27 vs. LMMRX (9.55). VSMPX return over 5 years is better than : 76.14 vs. LMMRX (19.75).
| 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 | 1.805 | 2.245 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 1.78T | 0% |
| Annual Yield % from dividends | 0.90 | 1.36 | 66% |
| Returns for 1 year | 9.55 | 25.27 | 38% |
| Returns for 3 years | 3.25 | 29.00 | 11% |
| Returns for 5 years | 19.75 | 76.14 | 26% |
| Returns for 10 years | 59.22 | N/A | - |