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LMMRX vs VVIAX
LMMRX vs VVIAX Comparison
Open Charts LMMRX vs VVIAX
ClearBridge Dividend Strategy R
Price$32.23
Change-$0.23 (-0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.61
Change-$0.41 (-0.60%)
VolumeN/A
CapitalizationN/A
LMMRX vs VVIAX Comparison Chart
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LMMRX vs. VVIAX commentary
Dec 18, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LMMRX (8.56B). 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 : 16.45 vs. LMMRX (12.18). VVIAX return over 5 years is better than : 44.62 vs. LMMRX (32.99).
| 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 | 17.574 | 16.051 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.56B | 195B | 4% |
| Annual Yield % from dividends | 0.90 | 2.36 | 38% |
| Returns for 1 year | 12.18 | 16.45 | 74% |
| Returns for 3 years | 1.90 | 20.49 | 9% |
| Returns for 5 years | 32.99 | 44.62 | 74% |
| Returns for 10 years | 68.44 | 104.84 | 65% |
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