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LMMRX vs VVIAX
LMMRX vs VVIAX Comparison
Open Charts LMMRX vs VVIAX
ClearBridge Dividend Strategy R
Price$31.54
Change+$0.19 (+0.61%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index Adm
Price$72.97
Change+$0.55 (+0.76%)
VolumeN/A
Net Assets207.8B
LMMRX vs VVIAX Comparison Chart in %
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LMMRX vs. VVIAX commentary
Oct 21, 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 LMMRX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. LMMRX (8.94B). VVIAX pays higher dividends than LMMRX: VVIAX (2.08) vs LMMRX (0.78). 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 : 4.64 vs. LMMRX (-1.28). VVIAX return over 5 years is better than : 71.80 vs. LMMRX (31.98).
| 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 | 8.138 | 9.746 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 208B | 4% |
| Annual Yield % from dividends | 0.78 | 2.08 | 38% |
| Returns for 1 year | -1.28 | 4.64 | -27% |
| Returns for 3 years | 27.87 | 43.00 | 65% |
| Returns for 5 years | 31.98 | 71.80 | 45% |
| Returns for 10 years | 77.56 | 129.42 | 60% |
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