Ad is loading...
LMVFX
Price
$135.38
Change
+$1.75 (+1.31%)
Updated
Nov 21 closing price
VVIAX
Price
$69.72
Change
-$0.00 (-0.00%)
Updated
Nov 21 closing price
Ad is loading...

LMVFX vs VVIAX

Header iconLMVFX vs VVIAX Comparison
Open Charts LMVFX vs VVIAXBanner chart's image
ClearBridge Value FI
Price$135.38
Change+$1.75 (+1.31%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
LMVFX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
LMVFX vs. VVIAX commentary
Nov 22, 2024

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 LMVFX is a Buy and VVIAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LMVFX (4.11B). VVIAX pays higher dividends than LMVFX: VVIAX (2.36) vs LMVFX (0.87). LMVFX was incepted earlier than VVIAX: LMVFX (24 years) vs VVIAX (24 years). LMVFX is a more actively managed with annual turnover of: 60.00 vs. VVIAX (10.00). LMVFX has a lower initial minimum investment than VVIAX: LMVFX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 26.09 vs. LMVFX (19.53). VVIAX return over 5 years is better than : 53.09 vs. LMVFX (42.77).
LMVFXVVIAXLMVFX / VVIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years24 years-
Gain YTD22.12919.672112%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.11B184B2%
Annual Yield % from dividends0.872.3637%
Returns for 1 year19.5326.0975%
Returns for 3 years2.5224.7710%
Returns for 5 years42.7753.0981%
Returns for 10 years82.64112.2674%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NWHVX13.930.21
+1.53%
Nationwide Geneva Mid Cap Gr A
CDORX42.470.47
+1.12%
Columbia Dividend Opportunity Adv
MIGFX46.210.33
+0.72%
MFS Massachusetts Inv Gr Stk A
GTLSX14.660.07
+0.48%
Glenmede Quant US Long/Short Equity Ins
BGATX18.330.08
+0.44%
Baillie Gifford Global Alpha Equities 2