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LMMRX vs VVIAX
LMMRX vs VVIAX Comparison
Open Charts LMMRX vs VVIAX
ClearBridge Dividend Strategy R
Price$29.95
Change-$1.60 (-5.07%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
LMMRX vs VVIAX Comparison Chart in %
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LMMRX vs. VVIAX commentary
Feb 04, 2026
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 LMMRX is a Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. LMMRX (9.13B). VVIAX pays higher dividends than LMMRX: VVIAX (1.95) vs LMMRX (0.84). LMMRX was incepted earlier than VVIAX: LMMRX (14 years) vs VVIAX (25 years). LMMRX (1.35) is less costly to investors than VVIAX (0.05). LMMRX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (9.00). LMMRX has a lower initial minimum investment than VVIAX: LMMRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 15.08 vs. LMMRX (0.51). VVIAX return over 5 years is better than : 66.27 vs. LMMRX (16.68).
| LMMRX | VVIAX | LMMRX / VVIAX | |
| Total Expense Ratio | 1.35 | 0.05 | 2,700% |
| Annual Report Gross Expense Ratio | 1.35 | 0.05 | 2,700% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 3.705 | 5.999 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 218B | 4% |
| Annual Yield % from dividends | 0.84 | 1.95 | 43% |
| Returns for 1 year | 0.51 | 15.08 | 3% |
| Returns for 3 years | 13.32 | 41.04 | 32% |
| Returns for 5 years | 16.68 | 66.27 | 25% |
| Returns for 10 years | 74.98 | 167.18 | 45% |
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