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LMMRX vs VSTSX
LMMRX vs VSTSX Comparison
Open Charts LMMRX vs VSTSX
ClearBridge Dividend Strategy R
Price$30.12
Change-$0.25 (-0.82%)
VolumeN/A
Net Assets8.46B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.63
Change-$5.37 (-1.86%)
VolumeN/A
Net Assets1.84T
LMMRX vs VSTSX Comparison Chart
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LMMRX vs. VSTSX commentary
Feb 23, 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. LMMRX (8.46B). VSTSX pays higher dividends than LMMRX: VSTSX (1.36) vs LMMRX (0.90). LMMRX was incepted earlier than VSTSX: LMMRX (13 years) vs VSTSX (9 years). LMMRX is a more actively managed with annual turnover of: 19.00 vs. VSTSX (2.00). LMMRX has a lower initial minimum investment than VSTSX: LMMRX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 19.86 vs. LMMRX (7.19). VSTSX return over 5 years is better than : 78.26 vs. LMMRX (22.71).
| LMMRX | VSTSX | LMMRX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 3.440 | 4.069 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 1.84T | 0% |
| Annual Yield % from dividends | 0.90 | 1.36 | 66% |
| Returns for 1 year | 7.19 | 19.86 | 36% |
| Returns for 3 years | 8.23 | 39.46 | 21% |
| Returns for 5 years | 22.71 | 78.26 | 29% |
| Returns for 10 years | 58.21 | N/A | - |
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