Interact to see
Advertisement
Advertisement
LMMRX vs VVIAX
LMMRX vs VVIAX Comparison
Open Charts LMMRX vs VVIAX
ClearBridge Dividend Strategy R
Price$31.20
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.86B
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
LMMRX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMMRX vs. VVIAX commentary
Sep 08, 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: 203B vs. LMMRX (8.86B). VVIAX pays higher dividends than LMMRX: VVIAX (2.10) 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 : 7.74 vs. LMMRX (3.39). VVIAX return over 5 years is better than : 70.16 vs. LMMRX (32.08).
| 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 | 6.832 | 7.850 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 203B | 4% |
| Annual Yield % from dividends | 0.84 | 2.10 | 40% |
| Returns for 1 year | 3.39 | 7.74 | 44% |
| Returns for 3 years | 20.32 | 36.61 | 55% |
| Returns for 5 years | 32.08 | 70.16 | 46% |
| Returns for 10 years | 82.41 | 131.61 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement