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LMVFX vs VIVIX
LMVFX vs VIVIX Comparison
Open Charts LMVFX vs VIVIX
Vanguard Value Index I
Price$67.30
Change+$0.33 (+0.49%)
VolumeN/A
Net Assets183.65B
LMVFX vs VIVIX Comparison Chart
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LMVFX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LMVFX (3.7B). VIVIX pays higher dividends than LMVFX: VIVIX (2.29) vs LMVFX (0.40). LMVFX was incepted earlier than VIVIX: LMVFX (24 years) vs VIVIX (27 years). LMVFX (1.17) is less costly to investors than VIVIX (0.04). LMVFX is a more actively managed with annual turnover of: 54.00 vs. VIVIX (9.00). 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 : 6.54 vs. LMVFX (-5.06). VIVIX return over 5 years is better than : 64.19 vs. LMVFX (35.91).
| LMVFX | VIVIX | LMVFX / VIVIX | |
| Total Expense Ratio | 1.14 | 0.04 | 2,850% |
| Annual Report Gross Expense Ratio | 1.17 | 0.04 | 2,925% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -1.933 | 1.331 | -145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 184B | 2% |
| Annual Yield % from dividends | 0.40 | 2.29 | 17% |
| Returns for 1 year | -5.06 | 6.54 | -77% |
| Returns for 3 years | 5.08 | 20.15 | 25% |
| Returns for 5 years | 35.91 | 64.19 | 56% |
| Returns for 10 years | 54.60 | 102.34 | 53% |
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