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LMVRX vs VIVAX
LMVRX vs VIVAX Comparison
Open Charts LMVRX vs VIVAX
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
LMVRX vs VIVAX Comparison Chart
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LMVRX vs. VIVAX commentary
Apr 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LMVRX (3.81B). 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 : 7.66 vs. LMVRX (-3.18). VIVAX return over 5 years is better than : 101.66 vs. LMVRX (78.90).
| 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 | -0.026 | 2.419 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.81B | 195B | 2% |
| Annual Yield % from dividends | 0.31 | 2.14 | 15% |
| Returns for 1 year | -3.18 | 7.66 | -42% |
| Returns for 3 years | 0.19 | 17.34 | 1% |
| Returns for 5 years | 78.90 | 101.66 | 78% |
| Returns for 10 years | 56.61 | 106.90 | 53% |
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