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LMVFX vs VIVAX
LMVFX vs VIVAX Comparison
Open Charts LMVFX vs VIVAX
Vanguard Value Index I
Price$68.62
Change+$0.50 (+0.73%)
VolumeN/A
Net Assets188.77B
LMVFX vs VIVAX Comparison Chart in %
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LMVFX vs. VIVAX commentary
Jun 25, 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: 189B vs. LMVFX (3.79B). VIVAX pays higher dividends than LMVFX: VIVAX (2.16) vs LMVFX (0.40). 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 : 7.27 vs. LMVFX (-1.97). VIVAX return over 5 years is better than : 76.71 vs. LMVFX (44.24).
| 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 | 1.153 | 3.146 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.79B | 189B | 2% |
| Annual Yield % from dividends | 0.40 | 2.16 | 19% |
| Returns for 1 year | -1.97 | 7.27 | -27% |
| Returns for 3 years | 18.49 | 30.78 | 60% |
| Returns for 5 years | 44.24 | 76.71 | 58% |
| Returns for 10 years | 59.73 | 106.04 | 56% |
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