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LMVRX vs VVIAX
LMVRX vs VVIAX Comparison
Open Charts LMVRX vs VVIAX
Vanguard Value Index Adm
Price$67.61
Change-$0.41 (-0.60%)
VolumeN/A
CapitalizationN/A
LMVRX vs VVIAX Comparison Chart
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LMVRX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LMVRX (4.01B). 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 : 16.45 vs. LMVRX (10.69). VVIAX return over 5 years is better than : 44.62 vs. LMVRX (22.37).
| 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 | 9.346 | 16.051 | 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 | 2.36 | 17% |
| Returns for 1 year | 10.69 | 16.45 | 65% |
| Returns for 3 years | 8.10 | 20.49 | 40% |
| Returns for 5 years | 22.37 | 44.62 | 50% |
| Returns for 10 years | 61.64 | 104.84 | 59% |
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