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LMVRX vs VIVAX
LMVRX vs VIVAX Comparison
Open Charts LMVRX vs VIVAX
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
LMVRX vs VIVAX Comparison Chart
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LMVRX vs. VIVAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LMVRX (3.99B). VIVAX pays higher dividends than LMVRX: VIVAX (2.25) vs LMVRX (0.39). LMVRX was incepted earlier than VIVAX: LMVRX (18 years) vs VIVAX (32 years). LMVRX is a more actively managed with annual turnover of: 60.00 vs. VIVAX (10.00). 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 : 16.70 vs. LMVRX (11.96). VIVAX return over 5 years is better than : 50.84 vs. LMVRX (27.74).
| LMVRX | VIVAX | LMVRX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | 3.781 | 3.906 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 184B | 2% |
| Annual Yield % from dividends | 0.39 | 2.25 | 18% |
| Returns for 1 year | 11.96 | 16.70 | 72% |
| Returns for 3 years | 7.73 | 21.04 | 37% |
| Returns for 5 years | 27.74 | 50.84 | 55% |
| Returns for 10 years | 69.02 | 114.28 | 60% |