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LMMRX vs VVIAX
LMMRX vs VVIAX Comparison
Open Charts LMMRX vs VVIAX
ClearBridge Dividend Strategy R
Price$30.34
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LMMRX vs VVIAX Comparison Chart in %
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LMMRX vs. VVIAX commentary
Jul 07, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LMMRX (8.65B). VVIAX pays higher dividends than LMMRX: VVIAX (2.18) vs LMMRX (0.87). LMMRX was incepted earlier than VVIAX: LMMRX (13 years) vs VVIAX (25 years). LMMRX (1.35) is less costly to investors than VVIAX (0.05). LMMRX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). 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 : 12.03 vs. LMMRX (4.52). VVIAX return over 5 years is better than : 80.13 vs. LMMRX (39.09).
| LMMRX | VVIAX | LMMRX / VVIAX | |
| Total Expense Ratio | 1.35 | 0.05 | 2,700% |
| Annual Report Gross Expense Ratio | 1.35 | 0.05 | 2,700% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 3.887 | 6.198 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 189B | 5% |
| Annual Yield % from dividends | 0.87 | 2.18 | 40% |
| Returns for 1 year | 4.52 | 12.03 | 38% |
| Returns for 3 years | 17.13 | 35.17 | 49% |
| Returns for 5 years | 39.09 | 80.13 | 49% |
| Returns for 10 years | 67.76 | 115.67 | 59% |
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