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LMMRX vs VIVAX
LMMRX vs VIVAX Comparison
Open Charts LMMRX vs VIVAX
ClearBridge Dividend Strategy R
Price$30.31
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets8.62B
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
LMMRX vs VIVAX Comparison Chart in %
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LMMRX vs. VIVAX commentary
Aug 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 LMMRX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. LMMRX (8.62B). VIVAX pays higher dividends than LMMRX: VIVAX (2.06) vs LMMRX (0.87). LMMRX was incepted earlier than VIVAX: LMMRX (14 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 : 10.52 vs. LMMRX (5.55). VIVAX return over 5 years is better than : 67.38 vs. LMMRX (30.05).
| LMMRX | VIVAX | LMMRX / VIVAX | |
| Total Expense Ratio | 1.35 | 0.17 | 794% |
| Annual Report Gross Expense Ratio | 1.35 | 0.17 | 794% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 3.614 | 4.604 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 196B | 4% |
| Annual Yield % from dividends | 0.87 | 2.06 | 42% |
| Returns for 1 year | 5.55 | 10.52 | 53% |
| Returns for 3 years | 12.29 | 28.85 | 43% |
| Returns for 5 years | 30.05 | 67.38 | 45% |
| Returns for 10 years | 65.44 | 109.96 | 60% |
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