Interact to see
Advertisement
Advertisement
LMVFX vs VIVAX
LMVFX vs VIVAX Comparison
Open Charts LMVFX vs VIVAX
LMVFX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMVFX vs. VIVAX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. LMVFX (3.97B). VIVAX pays higher dividends than LMVFX: VIVAX (1.97) vs LMVFX (0.37). LMVFX was incepted earlier than VIVAX: LMVFX (25 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 : 8.19 vs. LMVFX (0.31). VIVAX return over 5 years is better than : 73.42 vs. LMVFX (42.34).
| LMVFX | VIVAX | LMVFX / VIVAX | |
| Total Expense Ratio | 1.14 | 0.17 | 671% |
| Annual Report Gross Expense Ratio | 1.17 | 0.17 | 688% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 8.747 | 10.738 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.97B | 208B | 2% |
| Annual Yield % from dividends | 0.37 | 1.97 | 19% |
| Returns for 1 year | 0.31 | 8.19 | 4% |
| Returns for 3 years | 29.57 | 49.08 | 60% |
| Returns for 5 years | 42.34 | 73.42 | 58% |
| Returns for 10 years | 85.57 | 132.94 | 64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement