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LMVTX vs VIVAX
LMVTX vs VIVAX Comparison
Open Charts LMVTX vs VIVAX
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
LMVTX vs VIVAX Comparison Chart in %
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LMVTX vs. VIVAX commentary
Sep 08, 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 LMVTX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. LMVTX (3.9B). VIVAX pays higher dividends than LMVTX: VIVAX (1.99) vs LMVTX (0.04). LMVTX was incepted earlier than VIVAX: LMVTX (43 years) vs VIVAX (33 years). LMVTX (1.76) is less costly to investors than VIVAX (0.17). LMVTX is a more actively managed with annual turnover of: 54.00 vs. VIVAX (9.00). LMVTX has a lower initial minimum investment than VIVAX: LMVTX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.74 vs. LMVTX (0.82). VIVAX return over 5 years is better than : 70.18 vs. LMVTX (23.58).
| LMVTX | VIVAX | LMVTX / VIVAX | |
| Total Expense Ratio | 1.74 | 0.17 | 1,024% |
| Annual Report Gross Expense Ratio | 1.76 | 0.17 | 1,035% |
| Fund Existence | 43 years | 33 years | - |
| Gain YTD | 5.629 | 7.845 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 203B | 2% |
| Annual Yield % from dividends | 0.04 | 1.99 | 2% |
| Returns for 1 year | 0.82 | 7.74 | 11% |
| Returns for 3 years | 12.79 | 36.63 | 35% |
| Returns for 5 years | 23.58 | 70.18 | 34% |
| Returns for 10 years | 59.85 | 131.64 | 45% |
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