Ad is loading...
LMVRX vs VIVAX
LMVRX vs VIVAX Comparison
Open Charts LMVRX vs VIVAX
Vanguard Value Index I
Price$63.78
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
LMVRX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMVRX vs. VIVAX commentary
Apr 25, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. LMVRX (3.48B). VIVAX pays higher dividends than LMVRX: VIVAX (2.14) vs LMVRX (0.31). LMVRX was incepted earlier than VIVAX: LMVRX (18 years) vs VIVAX (32 years). LMVRX (1.40) is less costly to investors than VIVAX (0.17). LMVRX is a more actively managed with annual turnover of: 54.00 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 : 2.68 vs. LMVRX (-8.22). VIVAX return over 5 years is better than : 68.72 vs. LMVRX (41.00).
| LMVRX | VIVAX | LMVRX / VIVAX | |
| Total Expense Ratio | 1.40 | 0.17 | 824% |
| Annual Report Gross Expense Ratio | 1.40 | 0.17 | 824% |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | -8.147 | -4.092 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 191B | 2% |
| Annual Yield % from dividends | 0.31 | 2.14 | 15% |
| Returns for 1 year | -8.22 | 2.68 | -307% |
| Returns for 3 years | -2.48 | 11.96 | -21% |
| Returns for 5 years | 41.00 | 68.72 | 60% |
| Returns for 10 years | 39.61 | 90.37 | 44% |
View a ticker or compare two or three
VS
VS
Ad is loading...