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LMMRX vs VVIAX
LMMRX vs VVIAX Comparison
Open Charts LMMRX vs VVIAX
ClearBridge Dividend Strategy R
Price$30.85
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets8.71B
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
LMMRX vs VVIAX Comparison Chart in %
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LMMRX vs. VVIAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. LMMRX (8.71B). VVIAX pays higher dividends than LMMRX: VVIAX (2.09) vs LMMRX (0.80). 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 : 5.07 vs. LMMRX (-3.55). VVIAX return over 5 years is better than : 62.97 vs. LMMRX (26.00).
| 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 | 5.840 | 9.352 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.71B | 208B | 4% |
| Annual Yield % from dividends | 0.80 | 2.09 | 38% |
| Returns for 1 year | -3.55 | 5.07 | -70% |
| Returns for 3 years | 15.45 | 30.25 | 51% |
| Returns for 5 years | 26.00 | 62.97 | 41% |
| Returns for 10 years | 69.86 | 123.10 | 57% |
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