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LMMRX vs VVIAX
LMMRX vs VVIAX Comparison
Open Charts LMMRX vs VVIAX
ClearBridge Dividend Strategy R
Price$29.89
Change+$0.19 (+0.64%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
LMMRX vs VVIAX Comparison Chart
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LMMRX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LMMRX (8.41B). VVIAX pays higher dividends than LMMRX: VVIAX (2.36) vs LMMRX (0.90). LMMRX was incepted earlier than VVIAX: LMMRX (13 years) vs VVIAX (24 years). LMMRX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). LMMRX has a lower initial minimum investment than VVIAX: LMMRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 18.18 vs. LMMRX (9.55). VVIAX return over 5 years is better than : 44.18 vs. LMMRX (19.75).
| LMMRX | VVIAX | LMMRX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 1.805 | 3.195 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 184B | 5% |
| Annual Yield % from dividends | 0.90 | 2.36 | 38% |
| Returns for 1 year | 9.55 | 18.18 | 53% |
| Returns for 3 years | 3.25 | 18.46 | 18% |
| Returns for 5 years | 19.75 | 44.18 | 45% |
| Returns for 10 years | 59.22 | 111.13 | 53% |
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