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LMVFX vs VIVAX
LMVFX vs VIVAX Comparison
Open Charts LMVFX vs VIVAX
Vanguard Value Index I
Price$62.27
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
LMVFX vs VIVAX Comparison Chart
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LMVFX vs. VIVAX commentary
Apr 11, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. LMVFX (3.55B). VIVAX pays higher dividends than LMVFX: VIVAX (2.14) vs LMVFX (0.39). LMVFX was incepted earlier than VIVAX: LMVFX (24 years) vs VIVAX (32 years). LMVFX (1.16) is less costly to investors than VIVAX (0.17). LMVFX is a more actively managed with annual turnover of: 54.00 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 : 3.30 vs. LMVFX (-7.59). VIVAX return over 5 years is better than : 68.73 vs. LMVFX (49.46).
| LMVFX | VIVAX | LMVFX / VIVAX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | -6.484 | -3.169 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.55B | 191B | 2% |
| Annual Yield % from dividends | 0.39 | 2.14 | 18% |
| Returns for 1 year | -7.59 | 3.30 | -230% |
| Returns for 3 years | -3.47 | 10.83 | -32% |
| Returns for 5 years | 49.46 | 68.73 | 72% |
| Returns for 10 years | 48.11 | 94.30 | 51% |
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