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LMMRX vs VVIAX
LMMRX vs VVIAX Comparison
Open Charts LMMRX vs VVIAX
ClearBridge Dividend Strategy R
Price$31.89
Change-$0.21 (-0.65%)
VolumeN/A
Net Assets9.03B
Vanguard Value Index Adm
Price$75.09
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
LMMRX vs VVIAX Comparison Chart in %
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LMMRX vs. VVIAX commentary
Dec 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. LMMRX (9.03B). VVIAX pays higher dividends than LMMRX: VVIAX (2.04) 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 : 10.16 vs. LMMRX (0.23). VVIAX return over 5 years is better than : 63.70 vs. LMMRX (27.64).
| 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 | 10.058 | 14.171 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03B | 216B | 4% |
| Annual Yield % from dividends | 0.78 | 2.04 | 38% |
| Returns for 1 year | 0.23 | 10.16 | 2% |
| Returns for 3 years | 17.91 | 34.53 | 52% |
| Returns for 5 years | 27.64 | 63.70 | 43% |
| Returns for 10 years | 82.92 | 139.89 | 59% |
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