LMMRX
Price
$31.50
Change
+$0.23 (+0.74%)
Updated
Sep 26 closing price
Net Assets
8.94B
VVIAX
Price
$72.77
Change
+$0.60 (+0.83%)
Updated
Sep 26 closing price
Net Assets
202.84B
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LMMRX vs VVIAX

Header iconLMMRX vs VVIAX Comparison
Open Charts LMMRX vs VVIAXBanner chart's image
ClearBridge Dividend Strategy R
Price$31.50
Change+$0.23 (+0.74%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index Adm
Price$72.77
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
LMMRX vs VVIAX Comparison Chart in %
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LMMRX vs. VVIAX commentary
Sep 29, 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.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. LMMRX (8.94B). 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 : 7.68 vs. LMMRX (1.39). VVIAX return over 5 years is better than : 81.82 vs. LMMRX (37.01).
LMMRXVVIAXLMMRX / VVIAX
Total Expense Ratio1.350.052,700%
Annual Report Gross Expense Ratio1.350.052,700%
Fund Existence14 years25 years-
Gain YTD7.85910.24377%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.94B203B4%
Annual Yield % from dividends0.842.1040%
Returns for 1 year1.397.6818%
Returns for 3 years31.2750.2562%
Returns for 5 years37.0181.8245%
Returns for 10 years89.65147.6861%
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