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LMVFX vs VIVAX
LMVFX vs VIVAX Comparison
Open Charts LMVFX vs VIVAX
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
LMVFX vs VIVAX Comparison Chart
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LMVFX vs. VIVAX commentary
May 11, 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 LMVFX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LMVFX (3.63B). VIVAX pays higher dividends than LMVFX: VIVAX (2.22) vs LMVFX (0.41). LMVFX was incepted earlier than VIVAX: LMVFX (24 years) vs VIVAX (33 years). LMVFX (1.17) is less costly to investors than VIVAX (0.17). LMVFX is a more actively managed with annual turnover of: 54.00 vs. VIVAX (9.00). LMVFX has a lower initial minimum investment than VIVAX: LMVFX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.69 vs. LMVFX (-6.87). VIVAX return over 5 years is better than : 72.83 vs. LMVFX (43.81).
| LMVFX | VIVAX | LMVFX / VIVAX | |
| Total Expense Ratio | 1.14 | 0.17 | 671% |
| Annual Report Gross Expense Ratio | 1.17 | 0.17 | 688% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -3.992 | -0.579 | 689% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 184B | 2% |
| Annual Yield % from dividends | 0.41 | 2.22 | 19% |
| Returns for 1 year | -6.87 | 4.69 | -146% |
| Returns for 3 years | 10.19 | 21.55 | 47% |
| Returns for 5 years | 43.81 | 72.83 | 60% |
| Returns for 10 years | 50.22 | 97.58 | 51% |
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