LMVTX
Price
$97.13
Change
+$0.87 (+0.90%)
Updated
Sep 26 closing price
Net Assets
3.9B
VVIAX
Price
$72.77
Change
+$0.60 (+0.83%)
Updated
Sep 26 closing price
Net Assets
202.84B
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LMVTX vs VVIAX

Header iconLMVTX vs VVIAX Comparison
Open Charts LMVTX vs VVIAXBanner chart's image
ClearBridge Value C
Price$97.13
Change+$0.87 (+0.90%)
VolumeN/A
Net Assets3.9B
Vanguard Value Index Adm
Price$72.77
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
LMVTX vs VVIAX Comparison Chart in %
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LMVTX vs. VVIAX commentary
Sep 28, 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 LMVTX is a Buy and VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. LMVTX (3.9B). VVIAX pays higher dividends than LMVTX: VVIAX (2.10) vs LMVTX (0.04). LMVTX was incepted earlier than VVIAX: LMVTX (43 years) vs VVIAX (25 years). LMVTX (1.76) is less costly to investors than VVIAX (0.05). LMVTX is a more actively managed with annual turnover of: 54.00 vs. VVIAX (9.00). LMVTX has a lower initial minimum investment than VVIAX: LMVTX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.68 vs. LMVTX (-3.69). VVIAX return over 5 years is better than : 81.82 vs. LMVTX (31.61).
LMVTXVVIAXLMVTX / VVIAX
Total Expense Ratio1.740.053,480%
Annual Report Gross Expense Ratio1.760.053,520%
Fund Existence43 years25 years-
Gain YTD6.16510.24360%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.9B203B2%
Annual Yield % from dividends0.042.102%
Returns for 1 year-3.697.68-48%
Returns for 3 years23.1150.2546%
Returns for 5 years31.6181.8239%
Returns for 10 years72.15147.6849%
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