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LMMRX vs VIVIX
LMMRX vs VIVIX Comparison
Open Charts LMMRX vs VIVIX
ClearBridge Dividend Strategy R
Price$29.95
Change-$1.60 (-5.07%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index I
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
LMMRX vs VIVIX Comparison Chart in %
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LMMRX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. LMMRX (9.13B). VIVIX pays higher dividends than LMMRX: VIVIX (1.96) vs LMMRX (0.84). LMMRX was incepted earlier than VIVIX: LMMRX (14 years) vs VIVIX (28 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 : 15.08 vs. LMMRX (0.51). VIVIX return over 5 years is better than : 66.28 vs. LMMRX (16.68).
| LMMRX | VIVIX | LMMRX / VIVIX | |
| Total Expense Ratio | 1.35 | 0.04 | 3,375% |
| Annual Report Gross Expense Ratio | 1.35 | 0.04 | 3,375% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 3.705 | 5.999 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 218B | 4% |
| Annual Yield % from dividends | 0.84 | 1.96 | 43% |
| Returns for 1 year | 0.51 | 15.08 | 3% |
| Returns for 3 years | 13.32 | 41.04 | 32% |
| Returns for 5 years | 16.68 | 66.28 | 25% |
| Returns for 10 years | 74.98 | 167.19 | 45% |
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