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LMVFX vs VIVAX
LMVFX vs VIVAX Comparison
Open Charts LMVFX vs VIVAX
Vanguard Value Index I
Price$69.73
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
LMVFX vs VIVAX Comparison Chart
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LMVFX vs. VIVAX commentary
Nov 22, 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 Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LMVFX (4.11B). 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 : 26.06 vs. LMVFX (19.53). VIVAX return over 5 years is better than : 53.10 vs. LMVFX (42.77).
| 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 | 22.129 | 19.645 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.11B | 184B | 2% |
| Annual Yield % from dividends | 0.87 | 2.25 | 39% |
| Returns for 1 year | 19.53 | 26.06 | 75% |
| Returns for 3 years | 2.52 | 24.77 | 10% |
| Returns for 5 years | 42.77 | 53.10 | 81% |
| Returns for 10 years | 82.64 | 112.20 | 74% |
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