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LMVRX vs VIVAX
LMVRX vs VIVAX Comparison
Open Charts LMVRX vs VIVAX
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LMVRX vs VIVAX Comparison Chart in %
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LMVRX vs. VIVAX commentary
Jul 26, 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 LMVRX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LMVRX (3.88B). VIVAX pays higher dividends than LMVRX: VIVAX (2.06) vs LMVRX (0.30). LMVRX was incepted earlier than VIVAX: LMVRX (19 years) vs VIVAX (33 years). LMVRX (1.30) is less costly to investors than VIVAX (0.17). LMVRX is a more actively managed with annual turnover of: 54.00 vs. VIVAX (9.00). LMVRX has a lower initial minimum investment than VIVAX: LMVRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.31 vs. LMVRX (2.23). VIVAX return over 5 years is better than : 74.16 vs. LMVRX (40.84).
| LMVRX | VIVAX | LMVRX / VIVAX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.30 | 0.17 | 765% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 4.367 | 6.285 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 195B | 2% |
| Annual Yield % from dividends | 0.30 | 2.06 | 15% |
| Returns for 1 year | 2.23 | 9.31 | 24% |
| Returns for 3 years | 21.76 | 33.76 | 64% |
| Returns for 5 years | 40.84 | 74.16 | 55% |
| Returns for 10 years | 63.68 | 115.43 | 55% |
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