LMVTX
Price
$87.64
Change
+$1.48 (+1.72%)
Updated
May 2 closing price
Net Assets
3.63B
VVIAX
Price
$65.80
Change
+$1.01 (+1.56%)
Updated
May 2 closing price
Net Assets
190.51B
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LMVTX vs VVIAX

Header iconLMVTX vs VVIAX Comparison
Open Charts LMVTX vs VVIAXBanner chart's image
ClearBridge Value C
Price$87.64
Change+$1.48 (+1.72%)
VolumeN/A
Net Assets3.63B
Vanguard Value Index Adm
Price$65.80
Change+$1.01 (+1.56%)
VolumeN/A
Net Assets190.51B
LMVTX vs VVIAX Comparison Chart
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LMVTX vs. VVIAX commentary
May 05, 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: 191B vs. LMVTX (3.63B). VVIAX pays higher dividends than LMVTX: VVIAX (2.34) vs LMVTX (0.04). LMVTX was incepted earlier than VVIAX: LMVTX (43 years) vs VVIAX (24 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 : 7.67 vs. LMVTX (-6.54). VVIAX return over 5 years is better than : 76.47 vs. LMVTX (31.49).
LMVTXVVIAXLMVTX / VVIAX
Total Expense Ratio1.740.053,480%
Annual Report Gross Expense Ratio1.760.053,520%
Fund Existence43 years24 years-
Gain YTD-4.208-0.3361,253%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B191B2%
Annual Yield % from dividends0.042.342%
Returns for 1 year-6.547.67-85%
Returns for 3 years-3.3619.07-18%
Returns for 5 years31.4976.4741%
Returns for 10 years30.6598.8631%
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