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LMVFX vs VVIAX
LMVFX vs VVIAX Comparison
Open Charts LMVFX vs VVIAX
Vanguard Value Index Adm
Price$68.71
Change-$0.88 (-1.26%)
VolumeN/A
Net Assets195.18B
LMVFX vs VVIAX Comparison Chart in %
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LMVFX vs. VVIAX commentary
Jul 16, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LMVFX (3.86B). VVIAX pays higher dividends than LMVFX: VVIAX (2.18) vs LMVFX (0.38). 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 : 8.29 vs. LMVFX (-1.15). VVIAX return over 5 years is better than : 72.84 vs. LMVFX (42.41).
| 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 | 3.619 | 5.426 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.86B | 195B | 2% |
| Annual Yield % from dividends | 0.38 | 2.18 | 18% |
| Returns for 1 year | -1.15 | 8.29 | -14% |
| Returns for 3 years | 25.25 | 35.09 | 72% |
| Returns for 5 years | 42.41 | 72.84 | 58% |
| Returns for 10 years | 65.18 | 109.79 | 59% |
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