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LMVRX vs VIVAX
LMVRX vs VIVAX Comparison
Open Charts LMVRX vs VIVAX
Vanguard Value Index I
Price$67.61
Change-$0.42 (-0.62%)
VolumeN/A
CapitalizationN/A
LMVRX vs VIVAX Comparison Chart
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LMVRX vs. VIVAX commentary
Dec 18, 2024
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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LMVRX (4.01B). 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 : 16.42 vs. LMVRX (10.69). VIVAX return over 5 years is better than : 44.64 vs. LMVRX (22.37).
| 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 | 9.346 | 16.008 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.01B | 195B | 2% |
| Annual Yield % from dividends | 0.39 | 2.25 | 18% |
| Returns for 1 year | 10.69 | 16.42 | 65% |
| Returns for 3 years | 8.10 | 20.48 | 40% |
| Returns for 5 years | 22.37 | 44.64 | 50% |
| Returns for 10 years | 61.64 | 104.82 | 59% |
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