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LMMRX vs VVIAX
LMMRX vs VVIAX Comparison
Open Charts LMMRX vs VVIAX
ClearBridge Dividend Strategy R
Price$31.15
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets8.81B
Vanguard Value Index Adm
Price$71.44
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.81B
LMMRX vs VVIAX Comparison Chart in %
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LMMRX vs. VVIAX commentary
Aug 29, 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: 196B vs. LMMRX (8.81B). 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 : 7.45 vs. LMMRX (2.69). VVIAX return over 5 years is better than : 69.16 vs. LMMRX (29.75).
| 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 | 6.524 | 8.213 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.81B | 196B | 4% |
| Annual Yield % from dividends | 0.87 | 2.18 | 40% |
| Returns for 1 year | 2.69 | 7.45 | 36% |
| Returns for 3 years | 16.45 | 33.52 | 49% |
| Returns for 5 years | 29.75 | 69.16 | 43% |
| Returns for 10 years | 81.39 | 131.56 | 62% |
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