LMVTX
Price
$95.03
Change
+$0.36 (+0.38%)
Updated
Jul 3 closing price
Net Assets
3.89B
VVIAX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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LMVTX vs VVIAX

Header iconLMVTX vs VVIAX Comparison
Open Charts LMVTX vs VVIAXBanner chart's image
ClearBridge Value C
Price$95.03
Change+$0.36 (+0.38%)
VolumeN/A
Net Assets3.89B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LMVTX vs VVIAX Comparison Chart in %
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LMVTX vs. VVIAX commentary
Jul 06, 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 LMVTX is a StrongBuy and VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LMVTX (3.89B). VVIAX pays higher dividends than LMVTX: VVIAX (2.18) vs LMVTX (0.04). LMVTX was incepted earlier than VVIAX: LMVTX (43 years) vs VVIAX (25 years). LMVTX (1.76) is less costly to investors than VVIAX (0.05). LMVTX is a more actively managed with annual turnover of: 54.00 vs. VVIAX (9.00). LMVTX has a lower initial minimum investment than VVIAX: LMVTX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. LMVTX (-1.01). VVIAX return over 5 years is better than : 80.13 vs. LMVTX (30.73).
LMVTXVVIAXLMVTX / VVIAX
Total Expense Ratio1.740.053,480%
Annual Report Gross Expense Ratio1.760.053,520%
Fund Existence43 years25 years-
Gain YTD3.8696.19862%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.89B189B2%
Annual Yield % from dividends0.042.182%
Returns for 1 year-1.0112.03-8%
Returns for 3 years15.2735.1743%
Returns for 5 years30.7380.1338%
Returns for 10 years45.90115.6740%
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