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LMVFX vs VIVIX
LMVFX vs VIVIX Comparison
Open Charts LMVFX vs VIVIX
Vanguard Value Index I
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
LMVFX vs VIVIX Comparison Chart
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LMVFX vs. VIVIX commentary
Apr 14, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. LMVFX (3.49B). VIVIX pays higher dividends than LMVFX: VIVIX (2.27) vs LMVFX (0.39). LMVFX was incepted earlier than VIVIX: LMVFX (24 years) vs VIVIX (27 years). LMVFX (1.16) is less costly to investors than VIVIX (0.04). LMVFX is a more actively managed with annual turnover of: 54.00 vs. VIVIX (10.00). LMVFX has a lower initial minimum investment than VIVIX: LMVFX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 2.23 vs. LMVFX (-9.22). VIVIX return over 5 years is better than : 66.77 vs. LMVFX (46.85).
| LMVFX | VIVIX | LMVFX / VIVIX | |
| Total Expense Ratio | 1.15 | 0.04 | 2,875% |
| Annual Report Gross Expense Ratio | 1.16 | 0.04 | 2,900% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -8.112 | -4.290 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.49B | 191B | 2% |
| Annual Yield % from dividends | 0.39 | 2.27 | 17% |
| Returns for 1 year | -9.22 | 2.23 | -414% |
| Returns for 3 years | -4.91 | 9.75 | -50% |
| Returns for 5 years | 46.85 | 66.77 | 70% |
| Returns for 10 years | 44.99 | 91.47 | 49% |
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