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LMMRX vs VIVIX
LMMRX vs VIVIX Comparison
Open Charts LMMRX vs VIVIX
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.
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).
| 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 | 13 years | 27 years | - |
| Gain YTD | 3.887 | 6.215 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 189B | 5% |
| Annual Yield % from dividends | 0.87 | 2.19 | 40% |
| Returns for 1 year | 4.52 | 12.05 | 38% |
| Returns for 3 years | 17.13 | 35.17 | 49% |
| Returns for 5 years | 39.09 | 80.14 | 49% |
| Returns for 10 years | 67.76 | 115.68 | 59% |
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