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LMMRX vs VIVAX
LMMRX vs VIVAX Comparison
Open Charts LMMRX vs VIVAX
ClearBridge Dividend Strategy R
Price$32.23
Change-$0.23 (-0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.61
Change-$0.42 (-0.62%)
VolumeN/A
CapitalizationN/A
LMMRX vs VIVAX Comparison Chart
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LMMRX vs. VIVAX commentary
Dec 18, 2024
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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LMMRX (8.56B). VIVAX pays higher dividends than LMMRX: VIVAX (2.25) vs LMMRX (0.90). LMMRX was incepted earlier than VIVAX: LMMRX (13 years) vs VIVAX (32 years). 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 : 16.42 vs. LMMRX (12.18). VIVAX return over 5 years is better than : 44.64 vs. LMMRX (32.99).
| LMMRX | VIVAX | LMMRX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 17.574 | 16.008 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.56B | 195B | 4% |
| Annual Yield % from dividends | 0.90 | 2.25 | 40% |
| Returns for 1 year | 12.18 | 16.42 | 74% |
| Returns for 3 years | 1.90 | 20.48 | 9% |
| Returns for 5 years | 32.99 | 44.64 | 74% |
| Returns for 10 years | 68.44 | 104.82 | 65% |
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