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LMMRX vs VIVAX
LMMRX vs VIVAX Comparison
Open Charts LMMRX vs VIVAX
ClearBridge Dividend Strategy R
Price$30.30
Change+$0.18 (+0.60%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
LMMRX vs VIVAX Comparison Chart
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LMMRX vs. VIVAX commentary
Jun 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 (8.41B). VIVAX pays higher dividends than LMMRX: VIVAX (2.16) vs LMMRX (0.83). 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 : 6.81 vs. LMMRX (3.65). VIVAX return over 5 years is better than : 58.70 vs. LMMRX (31.07).
| 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 | 2.795 | 1.238 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 189B | 4% |
| Annual Yield % from dividends | 0.83 | 2.16 | 39% |
| Returns for 1 year | 3.65 | 6.81 | 54% |
| Returns for 3 years | 6.44 | 18.51 | 35% |
| Returns for 5 years | 31.07 | 58.70 | 53% |
| Returns for 10 years | 63.21 | 102.90 | 61% |
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