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LMMRX vs VIVIX
LMMRX vs VIVIX Comparison
Open Charts LMMRX vs VIVIX
ClearBridge Dividend Strategy R
Price$28.44
Change+$0.51 (+1.83%)
VolumeN/A
Net Assets7.81B
Vanguard Value Index I
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
LMMRX vs VIVIX Comparison Chart
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LMMRX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. LMMRX (7.82B). VIVIX pays higher dividends than LMMRX: VIVIX (2.27) vs LMMRX (0.84). LMMRX was incepted earlier than VIVIX: LMMRX (13 years) vs VIVIX (27 years). LMMRX (1.36) is less costly to investors than VIVIX (0.04). LMMRX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (10.00). LMMRX has a lower initial minimum investment than VIVIX: LMMRX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 0.71 vs. LMMRX (-2.22). VIVIX return over 5 years is better than : 64.28 vs. LMMRX (35.53).
| LMMRX | VIVIX | LMMRX / VIVIX | |
| Total Expense Ratio | 1.36 | 0.04 | 3,400% |
| Annual Report Gross Expense Ratio | 1.36 | 0.04 | 3,400% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -4.679 | -5.714 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.82B | 191B | 4% |
| Annual Yield % from dividends | 0.84 | 2.27 | 37% |
| Returns for 1 year | -2.22 | 0.71 | -314% |
| Returns for 3 years | -3.06 | 8.12 | -38% |
| Returns for 5 years | 35.53 | 64.28 | 55% |
| Returns for 10 years | 48.26 | 88.62 | 54% |
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