Interact to see
Advertisement
Advertisement
LMMRX vs VVIAX
LMMRX vs VVIAX Comparison
Open Charts LMMRX vs VVIAX
ClearBridge Dividend Strategy R
Price$30.30
Change+$0.18 (+0.60%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
LMMRX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMMRX vs. VVIAX commentary
Jun 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 (8.41B). VVIAX pays higher dividends than LMMRX: VVIAX (2.28) vs LMMRX (0.83). 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 : 6.82 vs. LMMRX (3.65). VVIAX return over 5 years is better than : 58.69 vs. LMMRX (31.07).
| 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 | 2.795 | 1.255 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 189B | 4% |
| Annual Yield % from dividends | 0.83 | 2.28 | 37% |
| Returns for 1 year | 3.65 | 6.82 | 54% |
| Returns for 3 years | 6.44 | 18.51 | 35% |
| Returns for 5 years | 31.07 | 58.69 | 53% |
| Returns for 10 years | 63.21 | 102.89 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers