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LMMRX vs VTSAX
LMMRX vs VTSAX Comparison
Open Charts LMMRX vs VTSAX
ClearBridge Dividend Strategy R
Price$30.11
Change-$0.35 (-1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$129.65
Change-$2.25 (-1.71%)
VolumeN/A
CapitalizationN/A
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LMMRX vs VTSAX Comparison Chart
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LMMRX vs. VTSAX commentary
Sep 08, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. LMMRX (8.04B). VTSAX pays higher dividends than LMMRX: VTSAX (1.35) vs LMMRX (0.90). LMMRX was incepted earlier than VTSAX: LMMRX (13 years) vs VTSAX (24 years). LMMRX is a more actively managed with annual turnover of: 19.00 vs. VTSAX (2.00). LMMRX has a lower initial minimum investment than VTSAX: LMMRX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 22.24 vs. LMMRX (11.37). VTSAX return over 5 years is better than : 79.35 vs. LMMRX (25.98).
| LMMRX | VTSAX | LMMRX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 10.909 | 14.262 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.04B | 1.72T | 0% |
| Annual Yield % from dividends | 0.90 | 1.35 | 66% |
| Returns for 1 year | 11.37 | 22.24 | 51% |
| Returns for 3 years | -0.32 | 15.98 | -2% |
| Returns for 5 years | 25.98 | 79.35 | 33% |
| Returns for 10 years | 65.15 | 173.57 | 38% |
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