Ad is loading...
LCEFX vs VVIAX
LCEFX vs VVIAX Comparison
Open Charts LCEFX vs VVIAX
Invesco Diversified Dividend R6
Price$19.73
Change-$0.03 (-0.15%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
LCEFX vs VVIAX Comparison Chart
Loading...
LCEFX vs. VVIAX commentary
Sep 21, 2024
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 LCEFX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. LCEFX (11.3B). VVIAX pays higher dividends than LCEFX: VVIAX (2.36) vs LCEFX (1.95). LCEFX was incepted earlier than VVIAX: LCEFX (12 years) vs VVIAX (24 years). LCEFX is a more actively managed with annual turnover of: 39.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than LCEFX: VVIAX (3000) vs LCEFX (1000000). VVIAX annual gain was more profitable for investors over the last year : 24.02 vs. LCEFX (15.59). VVIAX return over 5 years is better than : 55.46 vs. LCEFX (5.45).
| LCEFX | VVIAX | LCEFX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 13.144 | 16.303 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 183B | 6% |
| Annual Yield % from dividends | 1.95 | 2.36 | 83% |
| Returns for 1 year | 15.59 | 24.02 | 65% |
| Returns for 3 years | -3.49 | 28.29 | -12% |
| Returns for 5 years | 5.45 | 55.46 | 10% |
| Returns for 10 years | 30.49 | 114.04 | 27% |