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LMMRX vs VIVIX
LMMRX vs VIVIX Comparison
Open Charts LMMRX vs VIVIX
ClearBridge Dividend Strategy R
Price$30.84
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets8.78B
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LMMRX vs VIVIX Comparison Chart in %
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LMMRX vs. VIVIX commentary
Aug 17, 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. LMMRX (8.78B). VIVIX pays higher dividends than LMMRX: VIVIX (2.19) vs LMMRX (0.87). LMMRX was incepted earlier than VIVIX: LMMRX (14 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 : 7.91 vs. LMMRX (3.73). VIVIX return over 5 years is better than : 68.54 vs. LMMRX (31.25).
| 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 | 27 years | - |
| Gain YTD | 5.600 | 6.533 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.78B | 196B | 4% |
| Annual Yield % from dividends | 0.87 | 2.19 | 40% |
| Returns for 1 year | 3.73 | 7.91 | 47% |
| Returns for 3 years | 9.75 | 25.93 | 38% |
| Returns for 5 years | 31.25 | 68.54 | 46% |
| Returns for 10 years | 69.13 | 114.61 | 60% |
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