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LMMRX vs VIVAX
LMMRX vs VIVAX Comparison
Open Charts LMMRX vs VIVAX
ClearBridge Dividend Strategy R
Price$30.56
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.7B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LMMRX vs VIVAX Comparison Chart in %
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LMMRX vs. VIVAX commentary
Jul 28, 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: 195B vs. LMMRX (8.7B). 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 : 9.76 vs. LMMRX (4.75). VIVAX return over 5 years is better than : 74.87 vs. LMMRX (35.75).
| LMMRX | VIVAX | LMMRX / VIVAX | |
| Total Expense Ratio | 1.35 | 0.17 | 794% |
| Annual Report Gross Expense Ratio | 1.35 | 0.17 | 794% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 4.641 | 6.724 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.7B | 195B | 4% |
| Annual Yield % from dividends | 0.87 | 2.06 | 42% |
| Returns for 1 year | 4.75 | 9.76 | 49% |
| Returns for 3 years | 16.33 | 34.31 | 48% |
| Returns for 5 years | 35.75 | 74.87 | 48% |
| Returns for 10 years | 68.19 | 116.32 | 59% |
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