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LMVRX vs VIVAX
LMVRX vs VIVAX Comparison
Open Charts LMVRX vs VIVAX
Vanguard Value Index I
Price$70.91
Change-$0.27 (-0.38%)
VolumeN/A
Net Assets195.81B
LMVRX vs VIVAX Comparison Chart in %
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LMVRX vs. VIVAX commentary
Sep 04, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. LMVRX (3.91B). VIVAX pays higher dividends than LMVRX: VIVAX (1.99) vs LMVRX (0.29). 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 : 6.81 vs. LMVRX (2.12). VIVAX return over 5 years is better than : 70.11 vs. LMVRX (36.31).
| 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 | 5.383 | 7.799 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 196B | 2% |
| Annual Yield % from dividends | 0.29 | 1.99 | 15% |
| Returns for 1 year | 2.12 | 6.81 | 31% |
| Returns for 3 years | 18.58 | 36.08 | 51% |
| Returns for 5 years | 36.31 | 70.11 | 52% |
| Returns for 10 years | 83.51 | 137.40 | 61% |
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