LMVRX
Price
$124.91
Change
-$0.53 (-0.42%)
Updated
Feb 3 closing price
Net Assets
4.07B
VVIAX
Price
$78.98
Change
+$6.40 (+8.82%)
Updated
Feb 3 closing price
Net Assets
217.68B
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LMVRX vs VVIAX

Header iconLMVRX vs VVIAX Comparison
Open Charts LMVRX vs VVIAXBanner chart's image
ClearBridge Value R
Price$124.91
Change-$0.53 (-0.42%)
VolumeN/A
Net Assets4.07B
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
LMVRX vs VVIAX Comparison Chart in %
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LMVRX vs. VVIAX commentary
Feb 05, 2026

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 StrongBuy and VVIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. LMVRX (4.08B). VVIAX pays higher dividends than LMVRX: VVIAX (1.95) vs LMVRX (0.65). 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). VVIAX is a more actively managed with annual turnover of: 9.00 vs. LMVRX (0.53). 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 : 15.08 vs. LMVRX (4.71). VVIAX return over 5 years is better than : 66.27 vs. LMVRX (13.81).
LMVRXVVIAXLMVRX / VVIAX
Total Expense Ratio1.300.052,600%
Annual Report Gross Expense Ratio1.300.052,600%
Fund Existence19 years25 years-
Gain YTD5.5705.99993%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.08B218B2%
Annual Yield % from dividends0.651.9533%
Returns for 1 year4.7115.0831%
Returns for 3 years16.8841.0441%
Returns for 5 years13.8166.2721%
Returns for 10 years101.62167.1861%
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