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LMMRX vs VIVAX
LMMRX vs VIVAX Comparison
Open Charts LMMRX vs VIVAX
ClearBridge Dividend Strategy R
Price$31.89
Change-$0.21 (-0.65%)
VolumeN/A
Net Assets9.03B
Vanguard Value Index I
Price$75.10
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
LMMRX vs VIVAX Comparison Chart in %
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LMMRX vs. VIVAX commentary
Dec 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. LMMRX (9.03B). VIVAX pays higher dividends than LMMRX: VIVAX (1.93) vs LMMRX (0.78). 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 : 10.16 vs. LMMRX (0.23). VIVAX return over 5 years is better than : 63.66 vs. LMMRX (27.64).
| 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 | 10.058 | 14.146 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03B | 216B | 4% |
| Annual Yield % from dividends | 0.78 | 1.93 | 40% |
| Returns for 1 year | 0.23 | 10.16 | 2% |
| Returns for 3 years | 17.91 | 34.53 | 52% |
| Returns for 5 years | 27.64 | 63.66 | 43% |
| Returns for 10 years | 82.92 | 139.88 | 59% |
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