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LMMRX vs VIVAX
LMMRX vs VIVAX Comparison
Open Charts LMMRX vs VIVAX
ClearBridge Dividend Strategy R
Price$29.95
Change-$1.60 (-5.07%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
LMMRX vs VIVAX Comparison Chart in %
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LMMRX vs. VIVAX commentary
Feb 04, 2026
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: 218B vs. LMMRX (9.13B). VIVAX pays higher dividends than LMMRX: VIVAX (1.84) 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 : 15.07 vs. LMMRX (0.51). VIVAX return over 5 years is better than : 66.25 vs. LMMRX (16.68).
| 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 | 3.705 | 5.998 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 218B | 4% |
| Annual Yield % from dividends | 0.84 | 1.84 | 46% |
| Returns for 1 year | 0.51 | 15.07 | 3% |
| Returns for 3 years | 13.32 | 41.03 | 32% |
| Returns for 5 years | 16.68 | 66.25 | 25% |
| Returns for 10 years | 74.98 | 167.20 | 45% |
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