LMVRX
Price
$126.48
Change
+$1.18 (+0.94%)
Updated
Dec 3 closing price
Net Assets
3.92B
VVIAX
Price
$74.33
Change
+$0.66 (+0.90%)
Updated
Dec 3 closing price
Net Assets
207.95B
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LMVRX vs VVIAX

Header iconLMVRX vs VVIAX Comparison
Open Charts LMVRX vs VVIAXBanner chart's image
ClearBridge Value R
Price$126.48
Change+$1.18 (+0.94%)
VolumeN/A
Net Assets3.92B
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
LMVRX vs VVIAX Comparison Chart in %
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LMVRX vs. VVIAX commentary
Dec 04, 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 LMVRX is a Buy and VVIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. LMVRX (3.93B). VVIAX pays higher dividends than LMVRX: VVIAX (2.04) vs LMVRX (0.29). LMVRX was incepted earlier than VVIAX: LMVRX (19 years) vs VVIAX (25 years). LMVRX (1.30) is less costly to investors than VVIAX (0.05). LMVRX is a more actively managed with annual turnover of: 54.00 vs. VVIAX (9.00). LMVRX has a lower initial minimum investment than VVIAX: LMVRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.76 vs. LMVRX (-6.07). VVIAX return over 5 years is better than : 61.18 vs. LMVRX (20.53).
LMVRXVVIAXLMVRX / VVIAX
Total Expense Ratio1.300.052,600%
Annual Report Gross Expense Ratio1.300.052,600%
Fund Existence19 years25 years-
Gain YTD8.49211.77672%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.93B208B2%
Annual Yield % from dividends0.292.0414%
Returns for 1 year-6.074.76-127%
Returns for 3 years13.2229.8244%
Returns for 5 years20.5361.1834%
Returns for 10 years77.28127.1461%
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