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LMMRX vs VIVIX
LMMRX vs VIVIX Comparison
Open Charts LMMRX vs VIVIX
ClearBridge Dividend Strategy R
Price$32.23
Change-$0.23 (-0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.60
Change-$0.42 (-0.62%)
VolumeN/A
CapitalizationN/A
LMMRX vs VIVIX Comparison Chart
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LMMRX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LMMRX (8.56B). VIVIX pays higher dividends than LMMRX: VIVIX (2.37) vs LMMRX (0.90). LMMRX was incepted earlier than VIVIX: LMMRX (13 years) vs VIVIX (26 years). 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 : 16.43 vs. LMMRX (12.18). VIVIX return over 5 years is better than : 44.60 vs. LMMRX (32.99).
| LMMRX | VIVIX | LMMRX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 17.574 | 16.034 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.56B | 195B | 4% |
| Annual Yield % from dividends | 0.90 | 2.37 | 38% |
| Returns for 1 year | 12.18 | 16.43 | 74% |
| Returns for 3 years | 1.90 | 20.48 | 9% |
| Returns for 5 years | 32.99 | 44.60 | 74% |
| Returns for 10 years | 68.44 | 104.87 | 65% |
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