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LMMRX vs VVIAX
LMMRX vs VVIAX Comparison
Open Charts LMMRX vs VVIAX
ClearBridge Dividend Strategy R
Price$30.31
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets8.62B
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
LMMRX vs VVIAX Comparison Chart in %
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LMMRX vs. VVIAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. LMMRX (8.62B). VVIAX pays higher dividends than LMMRX: VVIAX (2.18) vs LMMRX (0.87). LMMRX was incepted earlier than VVIAX: LMMRX (14 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 : 10.51 vs. LMMRX (5.55). VVIAX return over 5 years is better than : 67.40 vs. LMMRX (30.05).
| 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 | 14 years | 25 years | - |
| Gain YTD | 3.614 | 4.608 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 196B | 4% |
| Annual Yield % from dividends | 0.87 | 2.18 | 40% |
| Returns for 1 year | 5.55 | 10.51 | 53% |
| Returns for 3 years | 12.29 | 28.85 | 43% |
| Returns for 5 years | 30.05 | 67.40 | 45% |
| Returns for 10 years | 65.44 | 109.93 | 60% |
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