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LMMRX vs VTSMX
LMMRX vs VTSMX Comparison
Open Charts LMMRX vs VTSMX
ClearBridge Dividend Strategy R
Price$30.11
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$129.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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LMMRX vs VTSMX Comparison Chart
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LMMRX vs. VTSMX commentary
Sep 16, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. LMMRX (8.23B). VTSMX pays higher dividends than LMMRX: VTSMX (1.26) vs LMMRX (0.90). LMMRX was incepted earlier than VTSMX: LMMRX (13 years) vs VTSMX (32 years). LMMRX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). LMMRX has a lower initial minimum investment than VTSMX: LMMRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 24.06 vs. LMMRX (11.34). VTSMX return over 5 years is better than : 82.00 vs. LMMRX (26.73).
| LMMRX | VTSMX | LMMRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 12.366 | 16.841 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.23B | 1.72T | 0% |
| Annual Yield % from dividends | 0.90 | 1.26 | 71% |
| Returns for 1 year | 11.34 | 24.06 | 47% |
| Returns for 3 years | 2.68 | 21.32 | 13% |
| Returns for 5 years | 26.73 | 82.00 | 33% |
| Returns for 10 years | 67.57 | 180.08 | 38% |
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