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LMMRX vs VIVAX
LMMRX vs VIVAX Comparison
Open Charts LMMRX vs VIVAX
ClearBridge Dividend Strategy R
Price$30.34
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LMMRX vs VIVAX Comparison Chart in %
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LMMRX vs. VIVAX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LMMRX (8.65B). VIVAX pays higher dividends than LMMRX: VIVAX (2.06) vs LMMRX (0.87). LMMRX was incepted earlier than VIVAX: LMMRX (13 years) vs VIVAX (33 years). LMMRX (1.35) is less costly to investors than VIVAX (0.17). LMMRX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). 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 : 12.04 vs. LMMRX (4.52). VIVAX return over 5 years is better than : 80.14 vs. LMMRX (39.09).
| LMMRX | VIVAX | LMMRX / VIVAX | |
| Total Expense Ratio | 1.35 | 0.17 | 794% |
| Annual Report Gross Expense Ratio | 1.35 | 0.17 | 794% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 3.887 | 6.209 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 189B | 5% |
| Annual Yield % from dividends | 0.87 | 2.06 | 42% |
| Returns for 1 year | 4.52 | 12.04 | 38% |
| Returns for 3 years | 17.13 | 35.16 | 49% |
| Returns for 5 years | 39.09 | 80.14 | 49% |
| Returns for 10 years | 67.76 | 115.74 | 59% |
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