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LMVFX vs VVIAX
LMVFX vs VVIAX Comparison
Open Charts LMVFX vs VVIAX
Vanguard Value Index Adm
Price$62.95
Change-$0.75 (-1.18%)
VolumeN/A
Net Assets190.51B
LMVFX vs VVIAX Comparison Chart
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LMVFX vs. VVIAX commentary
Apr 17, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. LMVFX (3.52B). VVIAX pays higher dividends than LMVFX: VVIAX (2.26) vs LMVFX (0.39). LMVFX was incepted earlier than VVIAX: LMVFX (24 years) vs VVIAX (24 years). LMVFX (1.16) is less costly to investors than VVIAX (0.05). LMVFX is a more actively managed with annual turnover of: 54.00 vs. VVIAX (10.00). 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 : 5.56 vs. LMVFX (-5.19). VVIAX return over 5 years is better than : 66.51 vs. LMVFX (45.08).
| LMVFX | VVIAX | LMVFX / VVIAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -7.247 | -3.516 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 191B | 2% |
| Annual Yield % from dividends | 0.39 | 2.26 | 17% |
| Returns for 1 year | -5.19 | 5.56 | -93% |
| Returns for 3 years | -4.86 | 10.50 | -46% |
| Returns for 5 years | 45.08 | 66.51 | 68% |
| Returns for 10 years | 46.94 | 94.16 | 50% |
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