LMVRX
Price
$124.81
Change
+$0.32 (+0.26%)
Updated
Sep 20 closing price
VVIAX
Price
$67.77
Change
-$0.05 (-0.07%)
Updated
Sep 20 closing price
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LMVRX vs VVIAX

Header iconLMVRX vs VVIAX Comparison
Open Charts LMVRX vs VVIAXBanner chart's image
ClearBridge Value R
Price$124.81
Change+$0.32 (+0.26%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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LMVRX vs VVIAX Comparison Chart
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VS
LMVRX vs. VVIAX commentary
Sep 21, 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 LMVRX is a StrongBuy and VVIAX is a StrongSell.

FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. LMVRX (3.93B). VVIAX pays higher dividends than LMVRX: VVIAX (2.36) vs LMVRX (0.39). LMVRX was incepted earlier than VVIAX: LMVRX (18 years) vs VVIAX (24 years). LMVRX is a more actively managed with annual turnover of: 60.00 vs. VVIAX (10.00). LMVRX has a lower initial minimum investment than VVIAX: LMVRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 20.40 vs. LMVRX (14.68). VVIAX return over 5 years is better than : 54.20 vs. LMVRX (34.29).
LMVRXVVIAXLMVRX / VVIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence18 years24 years-
Gain YTD14.22215.35993%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.93B183B2%
Annual Yield % from dividends0.392.3617%
Returns for 1 year14.6820.4072%
Returns for 3 years2.6625.0011%
Returns for 5 years34.2954.2063%
Returns for 10 years74.77109.2168%
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