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LMMRX vs VVIAX
LMMRX vs VVIAX Comparison
Open Charts LMMRX vs VVIAX
ClearBridge Dividend Strategy R
Price$28.44
Change+$0.51 (+1.83%)
VolumeN/A
Net Assets7.81B
Vanguard Value Index Adm
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
LMMRX vs VVIAX Comparison Chart
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LMMRX vs. VVIAX commentary
Apr 12, 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: 191B vs. LMMRX (7.82B). VVIAX pays higher dividends than LMMRX: VVIAX (2.26) vs LMMRX (0.84). LMMRX was incepted earlier than VVIAX: LMMRX (13 years) vs VVIAX (24 years). LMMRX (1.36) is less costly to investors than VVIAX (0.05). 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 : 0.71 vs. LMMRX (-2.22). VVIAX return over 5 years is better than : 64.28 vs. LMMRX (35.53).
| LMMRX | VVIAX | LMMRX / VVIAX | |
| Total Expense Ratio | 1.36 | 0.05 | 2,720% |
| Annual Report Gross Expense Ratio | 1.36 | 0.05 | 2,720% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -4.679 | -5.728 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.82B | 191B | 4% |
| Annual Yield % from dividends | 0.84 | 2.26 | 37% |
| Returns for 1 year | -2.22 | 0.71 | -314% |
| Returns for 3 years | -3.06 | 8.12 | -38% |
| Returns for 5 years | 35.53 | 64.28 | 55% |
| Returns for 10 years | 48.26 | 88.62 | 54% |
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