Ad is loading...
Ad is loading...
LMVRX vs VVIAX
LMVRX vs VVIAX Comparison
Open Charts LMVRX vs VVIAX
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
LMVRX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMVRX vs. VVIAX commentary
Nov 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 Sell and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LMVRX (4.08B). VVIAX pays higher dividends than LMVRX: VVIAX (2.36) vs LMVRX (0.39). LMVRX was incepted earlier than VVIAX: LMVRX (18 years) vs VVIAX (24 years). LMVRX is a more actively managed with annual turnover of: 60.00 vs. VVIAX (10.00). LMVRX has a lower initial minimum investment than VVIAX: LMVRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 25.54 vs. LMVRX (18.25). VVIAX return over 5 years is better than : 50.78 vs. LMVRX (36.33).
| LMVRX | VVIAX | LMVRX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 19.310 | 17.922 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.08B | 184B | 2% |
| Annual Yield % from dividends | 0.39 | 2.36 | 17% |
| Returns for 1 year | 18.25 | 25.54 | 71% |
| Returns for 3 years | -2.68 | 21.55 | -12% |
| Returns for 5 years | 36.33 | 50.78 | 72% |
| Returns for 10 years | 76.18 | 110.49 | 69% |