LMMRX
Price
$30.34
Change
+$0.16 (+0.53%)
Updated
Jul 3 closing price
Net Assets
8.65B
VIVIX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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LMMRX vs VIVIX

Header iconLMMRX vs VIVIX Comparison
Open Charts LMMRX vs VIVIXBanner chart's image
ClearBridge Dividend Strategy R
Price$30.34
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets8.65B
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LMMRX vs VIVIX Comparison Chart in %
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LMMRX vs. VIVIX commentary
Jul 07, 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 VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LMMRX (8.65B). VIVIX pays higher dividends than LMMRX: VIVIX (2.19) vs LMMRX (0.87). LMMRX was incepted earlier than VIVIX: LMMRX (13 years) vs VIVIX (27 years). LMMRX (1.35) is less costly to investors than VIVIX (0.04). LMMRX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (9.00). LMMRX has a lower initial minimum investment than VIVIX: LMMRX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. LMMRX (4.52). VIVIX return over 5 years is better than : 80.14 vs. LMMRX (39.09).
LMMRXVIVIXLMMRX / VIVIX
Total Expense Ratio1.350.043,375%
Annual Report Gross Expense Ratio1.350.043,375%
Fund Existence13 years27 years-
Gain YTD3.8876.21563%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.65B189B5%
Annual Yield % from dividends0.872.1940%
Returns for 1 year4.5212.0538%
Returns for 3 years17.1335.1749%
Returns for 5 years39.0980.1449%
Returns for 10 years67.76115.6859%
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