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LMMRX vs VIVAX
LMMRX vs VIVAX Comparison
Open Charts LMMRX vs VIVAX
ClearBridge Dividend Strategy R
Price$31.28
Change-$0.36 (-1.14%)
VolumeN/A
Net Assets8.93B
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
LMMRX vs VIVAX Comparison Chart in %
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LMMRX vs. VIVAX commentary
Nov 14, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. LMMRX (8.93B). VIVAX pays higher dividends than LMMRX: VIVAX (1.98) vs LMMRX (0.80). 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 : 6.68 vs. LMMRX (-1.79). VIVAX return over 5 years is better than : 66.34 vs. LMMRX (28.44).
| 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 | 8.480 | 11.965 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 208B | 4% |
| Annual Yield % from dividends | 0.80 | 1.98 | 40% |
| Returns for 1 year | -1.79 | 6.68 | -27% |
| Returns for 3 years | 18.03 | 33.49 | 54% |
| Returns for 5 years | 28.44 | 66.34 | 43% |
| Returns for 10 years | 79.54 | 135.00 | 59% |