Ad is loading...
LMVFX vs VIVAX
LMVFX vs VIVAX Comparison
Open Charts LMVFX vs VIVAX
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
LMVFX vs VIVAX Comparison Chart
Loading...
LMVFX vs. VIVAX 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 LMVFX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. LMVFX (3.93B). VIVAX pays higher dividends than LMVFX: VIVAX (2.25) vs LMVFX (0.87). LMVFX was incepted earlier than VIVAX: LMVFX (24 years) vs VIVAX (32 years). LMVFX is a more actively managed with annual turnover of: 60.00 vs. VIVAX (10.00). 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 : 23.98 vs. LMVFX (15.03). VIVAX return over 5 years is better than : 55.44 vs. LMVFX (36.57).
| LMVFX | VIVAX | LMVFX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 14.335 | 16.261 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 183B | 2% |
| Annual Yield % from dividends | 0.87 | 2.25 | 39% |
| Returns for 1 year | 15.03 | 23.98 | 63% |
| Returns for 3 years | 3.81 | 28.28 | 13% |
| Returns for 5 years | 36.57 | 55.44 | 66% |
| Returns for 10 years | 79.01 | 113.95 | 69% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers