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LMMRX vs VVIAX
LMMRX vs VVIAX Comparison
Open Charts LMMRX vs VVIAX
ClearBridge Dividend Strategy R
Price$30.12
Change-$0.25 (-0.82%)
VolumeN/A
Net Assets8.46B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
LMMRX vs VVIAX Comparison Chart
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LMMRX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. LMMRX (8.46B). 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 : 14.79 vs. LMMRX (7.19). VVIAX return over 5 years is better than : 48.95 vs. LMMRX (22.71).
| 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 | 3.440 | 5.391 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.46B | 193B | 4% |
| Annual Yield % from dividends | 0.90 | 2.36 | 38% |
| Returns for 1 year | 7.19 | 14.79 | 49% |
| Returns for 3 years | 8.23 | 25.40 | 32% |
| Returns for 5 years | 22.71 | 48.95 | 46% |
| Returns for 10 years | 58.21 | 107.97 | 54% |
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