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LMMRX vs VIVIX
LMMRX vs VIVIX Comparison
Open Charts LMMRX vs VIVIX
ClearBridge Dividend Strategy R
Price$31.50
Change+$0.23 (+0.74%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index I
Price$72.77
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
LMMRX vs VIVIX Comparison Chart in %
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LMMRX vs. VIVIX commentary
Sep 29, 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.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. LMMRX (8.94B). VIVIX pays higher dividends than LMMRX: VIVIX (2.11) vs LMMRX (0.84). 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 : 7.68 vs. LMMRX (1.39). VIVIX return over 5 years is better than : 81.82 vs. LMMRX (37.01).
| 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 | 7.859 | 10.260 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 203B | 4% |
| Annual Yield % from dividends | 0.84 | 2.11 | 40% |
| Returns for 1 year | 1.39 | 7.68 | 18% |
| Returns for 3 years | 31.27 | 50.25 | 62% |
| Returns for 5 years | 37.01 | 81.82 | 45% |
| Returns for 10 years | 89.65 | 147.68 | 61% |
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