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LMMRX vs VSTSX
LMMRX vs VSTSX Comparison
Open Charts LMMRX vs VSTSX
ClearBridge Dividend Strategy R
Price$28.44
Change+$0.51 (+1.83%)
VolumeN/A
Net Assets7.81B
Vanguard Total Stock Mkt Idx Instl Sel
Price$251.05
Change+$4.37 (+1.77%)
VolumeN/A
Net Assets1.7T
LMMRX vs VSTSX Comparison Chart
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LMMRX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. LMMRX (7.82B). VSTSX pays higher dividends than LMMRX: VSTSX (1.37) vs LMMRX (0.84). LMMRX was incepted earlier than VSTSX: LMMRX (13 years) vs VSTSX (9 years). LMMRX (1.36) is less costly to investors than VSTSX (0.01). 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 : 0.33 vs. LMMRX (-2.22). VSTSX return over 5 years is better than : 85.48 vs. LMMRX (35.53).
| LMMRX | VSTSX | LMMRX / VSTSX | |
| Total Expense Ratio | 1.36 | 0.01 | 13,600% |
| Annual Report Gross Expense Ratio | 1.36 | 0.01 | 13,600% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -4.679 | -11.142 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| 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 | 0.33 | -678% |
| Returns for 3 years | -3.06 | 17.09 | -18% |
| Returns for 5 years | 35.53 | 85.48 | 42% |
| Returns for 10 years | 48.26 | N/A | - |
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