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LMMRX vs VIVAX
LMMRX vs VIVAX Comparison
Open Charts LMMRX vs VIVAX
ClearBridge Dividend Strategy R
Price$31.50
Change+$0.23 (+0.74%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
LMMRX vs VIVAX Comparison Chart in %
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LMMRX vs. VIVAX commentary
Sep 29, 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.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. LMMRX (8.94B). VIVAX pays higher dividends than LMMRX: VIVAX (1.99) vs LMMRX (0.84). 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 : 7.64 vs. LMMRX (1.39). VIVAX return over 5 years is better than : 81.78 vs. LMMRX (37.01).
| 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 | 7.859 | 10.222 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 203B | 4% |
| Annual Yield % from dividends | 0.84 | 1.99 | 42% |
| Returns for 1 year | 1.39 | 7.64 | 18% |
| Returns for 3 years | 31.27 | 50.22 | 62% |
| Returns for 5 years | 37.01 | 81.78 | 45% |
| Returns for 10 years | 89.65 | 147.68 | 61% |
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