LMVRX
Price
$122.97
Change
+$0.79 (+0.65%)
Updated
Sep 4 closing price
Net Assets
3.9B
VVIAX
Price
$71.19
Change
-$0.24 (-0.34%)
Updated
Sep 5 closing price
Net Assets
202.84B
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LMVRX vs VVIAX

Header iconLMVRX vs VVIAX Comparison
Open Charts LMVRX vs VVIAXBanner chart's image
ClearBridge Value R
Price$122.97
Change+$0.79 (+0.65%)
VolumeN/A
Net Assets3.9B
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
LMVRX vs VVIAX Comparison Chart in %
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LMVRX vs. VVIAX commentary
Sep 08, 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: 203B vs. LMVRX (3.9B). VVIAX pays higher dividends than LMVRX: VVIAX (2.10) 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 : 7.74 vs. LMVRX (3.20). VVIAX return over 5 years is better than : 70.16 vs. LMVRX (36.96).
LMVRXVVIAXLMVRX / VVIAX
Total Expense Ratio1.300.052,600%
Annual Report Gross Expense Ratio1.300.052,600%
Fund Existence19 years25 years-
Gain YTD5.8827.85075%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.9B203B2%
Annual Yield % from dividends0.292.1014%
Returns for 1 year3.207.7441%
Returns for 3 years20.1336.6155%
Returns for 5 years36.9670.1653%
Returns for 10 years79.93131.6161%
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