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LMVFX vs VIVAX
LMVFX vs VIVAX Comparison
Open Charts LMVFX vs VIVAX
Vanguard Value Index I
Price$68.68
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
LMVFX vs VIVAX Comparison Chart
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LMVFX vs. VIVAX commentary
Jan 23, 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LMVFX (4.05B). 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 : 17.27 vs. LMVFX (12.88). VIVAX return over 5 years is better than : 47.22 vs. LMVFX (27.75).
| 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 | 4.713 | 3.966 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.05B | 184B | 2% |
| Annual Yield % from dividends | 0.87 | 2.25 | 39% |
| Returns for 1 year | 12.88 | 17.27 | 75% |
| Returns for 3 years | 10.89 | 22.82 | 48% |
| Returns for 5 years | 27.75 | 47.22 | 59% |
| Returns for 10 years | 71.86 | 110.28 | 65% |