LMVFX
Price
$116.18
Change
+$0.48 (+0.41%)
Updated
Jun 2 closing price
Net Assets
3.7B
VIVAX
Price
$67.32
Change
+$0.33 (+0.49%)
Updated
Jun 3 closing price
Net Assets
183.65B
Interact to see
Advertisement

LMVFX vs VIVAX

Header iconLMVFX vs VIVAX Comparison
Open Charts LMVFX vs VIVAXBanner chart's image
ClearBridge Value FI
Price$116.18
Change+$0.48 (+0.41%)
VolumeN/A
Net Assets3.7B
Vanguard Value Index I
Price$67.32
Change+$0.33 (+0.49%)
VolumeN/A
Net Assets183.65B
LMVFX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
LMVFX vs. VIVAX commentary
Jun 04, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LMVFX (3.7B). 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 : 6.54 vs. LMVFX (-5.06). VIVAX return over 5 years is better than : 64.16 vs. LMVFX (35.91).
LMVFXVIVAXLMVFX / VIVAX
Total Expense Ratio1.140.17671%
Annual Report Gross Expense Ratio1.170.17688%
Fund Existence24 years33 years-
Gain YTD-1.9331.298-149%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.7B184B2%
Annual Yield % from dividends0.402.1619%
Returns for 1 year-5.066.54-77%
Returns for 3 years5.0820.1625%
Returns for 5 years35.9164.1656%
Returns for 10 years54.60102.3553%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HDVCX13.64N/A
N/A
Hartford International Equity C
HEMDX9.86N/A
N/A
Janus Henderson Emerging Markets D
FTZCX50.10N/A
N/A
FullerThaler Behvrll Uncnstd Eq C
NBPBX46.39N/A
N/A
Neuberger Berman Large Cap Value Adv
FEIRX34.31N/A
N/A
Fidelity Advisor Equity Income M