Ad is loading...
LMVFX vs VVIAX
LMVFX vs VVIAX Comparison
Open Charts LMVFX vs VVIAX
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
LMVFX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMVFX vs. VVIAX commentary
May 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LMVFX (3.63B). VVIAX pays higher dividends than LMVFX: VVIAX (2.34) vs LMVFX (0.41). LMVFX was incepted earlier than VVIAX: LMVFX (24 years) vs VVIAX (25 years). LMVFX (1.17) is less costly to investors than VVIAX (0.05). LMVFX is a more actively managed with annual turnover of: 54.00 vs. VVIAX (9.00). LMVFX has a lower initial minimum investment than VVIAX: LMVFX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.70 vs. LMVFX (-6.87). VVIAX return over 5 years is better than : 72.85 vs. LMVFX (43.81).
| LMVFX | VVIAX | LMVFX / VVIAX | |
| Total Expense Ratio | 1.14 | 0.05 | 2,280% |
| Annual Report Gross Expense Ratio | 1.17 | 0.05 | 2,340% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -3.992 | -0.578 | 691% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 184B | 2% |
| Annual Yield % from dividends | 0.41 | 2.34 | 18% |
| Returns for 1 year | -6.87 | 4.70 | -146% |
| Returns for 3 years | 10.19 | 21.54 | 47% |
| Returns for 5 years | 43.81 | 72.85 | 60% |
| Returns for 10 years | 50.22 | 97.55 | 51% |
View a ticker or compare two or three
VS
VS
Ad is loading...