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LMMRX vs VIVAX
LMMRX vs VIVAX Comparison
Open Charts LMMRX vs VIVAX
ClearBridge Dividend Strategy R
Price$28.44
Change+$0.51 (+1.83%)
VolumeN/A
Net Assets7.81B
Vanguard Value Index I
Price$63.21
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
LMMRX vs VIVAX Comparison Chart
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LMMRX vs. VIVAX commentary
Apr 12, 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 LMMRX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. LMMRX (7.82B). VIVAX pays higher dividends than LMMRX: VIVAX (2.14) vs LMMRX (0.84). LMMRX was incepted earlier than VIVAX: LMMRX (13 years) vs VIVAX (32 years). LMMRX (1.36) is less costly to investors than VIVAX (0.17). LMMRX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (10.00). LMMRX has a lower initial minimum investment than VIVAX: LMMRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 0.72 vs. LMMRX (-2.22). VIVAX return over 5 years is better than : 64.30 vs. LMMRX (35.53).
| LMMRX | VIVAX | LMMRX / VIVAX | |
| Total Expense Ratio | 1.36 | 0.17 | 800% |
| Annual Report Gross Expense Ratio | 1.36 | 0.17 | 800% |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | -4.679 | -5.712 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.82B | 191B | 4% |
| Annual Yield % from dividends | 0.84 | 2.14 | 39% |
| Returns for 1 year | -2.22 | 0.72 | -310% |
| Returns for 3 years | -3.06 | 8.14 | -38% |
| Returns for 5 years | 35.53 | 64.30 | 55% |
| Returns for 10 years | 48.26 | 88.68 | 54% |
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