LMVTX
Price
$95.35
Change
+$0.06 (+0.06%)
Updated
Jul 25 closing price
Net Assets
3.88B
VVIAX
Price
$70.44
Change
+$0.29 (+0.41%)
Updated
Jul 25 closing price
Net Assets
195.18B
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LMVTX vs VVIAX

Header iconLMVTX vs VVIAX Comparison
Open Charts LMVTX vs VVIAXBanner chart's image
ClearBridge Value C
Price$95.35
Change+$0.06 (+0.06%)
VolumeN/A
Net Assets3.88B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LMVTX vs VVIAX Comparison Chart in %
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LMVTX vs. VVIAX commentary
Jul 26, 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 Buy and VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LMVTX (3.88B). 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 : 9.30 vs. LMVTX (-0.17). VVIAX return over 5 years is better than : 74.15 vs. LMVTX (27.08).
LMVTXVVIAXLMVTX / VVIAX
Total Expense Ratio1.740.053,480%
Annual Report Gross Expense Ratio1.760.053,520%
Fund Existence43 years25 years-
Gain YTD4.1536.27466%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.88B195B2%
Annual Yield % from dividends0.042.182%
Returns for 1 year-0.179.30-2%
Returns for 3 years14.3233.7742%
Returns for 5 years27.0874.1537%
Returns for 10 years45.42115.3739%
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