LMMRX
Price
$30.34
Change
+$0.16 (+0.53%)
Updated
Jul 3 closing price
Net Assets
8.65B
VIVAX
Price
$70.13
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
Interact to see
Advertisement

LMMRX vs VIVAX

Header iconLMMRX vs VIVAX Comparison
Open Charts LMMRX vs VIVAXBanner chart's image
ClearBridge Dividend Strategy R
Price$30.34
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LMMRX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LMMRX vs. VIVAX commentary
Jul 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LMMRX (8.65B). VIVAX pays higher dividends than LMMRX: VIVAX (2.06) vs LMMRX (0.87). 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 : 12.04 vs. LMMRX (4.52). VIVAX return over 5 years is better than : 80.14 vs. LMMRX (39.09).
LMMRXVIVAXLMMRX / VIVAX
Total Expense Ratio1.350.17794%
Annual Report Gross Expense Ratio1.350.17794%
Fund Existence13 years33 years-
Gain YTD3.8876.20963%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.65B189B5%
Annual Yield % from dividends0.872.0642%
Returns for 1 year4.5212.0438%
Returns for 3 years17.1335.1649%
Returns for 5 years39.0980.1449%
Returns for 10 years67.76115.7459%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SPVM61.140.51
+0.84%
Invesco S&P 500 Value with Momentum ETF
BGIG30.720.19
+0.62%
Bahl & Gaynor Income Growth ETF
HFXI29.640.10
+0.34%
NYLI FTSE International Eq Ccy Netrl ETF
PBQQ26.870.07
+0.24%
PGIM LADDERED NASDAQ-100 BUFFER 12 ETF
OCTD23.970.03
+0.12%
Innovator Premium Income 10 Bar ETF Oct