LMVRX
Price
$120.21
Change
+$0.12 (+0.10%)
Updated
Dec 26 closing price
Net Assets
3.96B
VVIAX
Price
$75.21
Change
-$0.03 (-0.04%)
Updated
Dec 26 closing price
Net Assets
215.53B
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LMVRX vs VVIAX

Header iconLMVRX vs VVIAX Comparison
Open Charts LMVRX vs VVIAXBanner chart's image
ClearBridge Value R
Price$120.21
Change+$0.12 (+0.10%)
VolumeN/A
Net Assets3.96B
Vanguard Value Index Adm
Price$75.21
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets215.53B
LMVRX vs VVIAX Comparison Chart in %
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LMVRX vs. VVIAX commentary
Dec 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. LMVRX (3.97B). 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 : 12.41 vs. LMVRX (2.35). VVIAX return over 5 years is better than : 64.92 vs. LMVRX (18.09).
LMVRXVVIAXLMVRX / VVIAX
Total Expense Ratio1.300.052,600%
Annual Report Gross Expense Ratio1.300.052,600%
Fund Existence19 years25 years-
Gain YTD3.53113.97425%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.97B216B2%
Annual Yield % from dividends0.292.0414%
Returns for 1 year2.3512.4119%
Returns for 3 years19.6437.4152%
Returns for 5 years18.0964.9228%
Returns for 10 years67.94133.3351%
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