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LMVTX vs VIVAX
LMVTX vs VIVAX Comparison
Open Charts LMVTX vs VIVAX
Vanguard Value Index I
Price$65.77
Change-$0.35 (-0.53%)
VolumeN/A
Net Assets195.24B
LMVTX vs VIVAX Comparison Chart
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LMVTX vs. VIVAX commentary
Mar 14, 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 Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LMVTX (3.74B). VIVAX pays higher dividends than LMVTX: VIVAX (2.08) vs LMVTX (0.04). LMVTX was incepted earlier than VIVAX: LMVTX (43 years) vs VIVAX (32 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 (10.00). 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 : 6.37 vs. LMVTX (-4.01). VIVAX return over 5 years is better than : 78.35 vs. LMVTX (42.78).
| LMVTX | VIVAX | LMVTX / VIVAX | |
| Total Expense Ratio | 1.75 | 0.17 | 1,029% |
| Annual Report Gross Expense Ratio | 1.76 | 0.17 | 1,035% |
| Fund Existence | 43 years | 32 years | - |
| Gain YTD | -2.197 | 0.091 | -2,419% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74B | 195B | 2% |
| Annual Yield % from dividends | 0.04 | 2.08 | 2% |
| Returns for 1 year | -4.01 | 6.37 | -63% |
| Returns for 3 years | 0.22 | 19.65 | 1% |
| Returns for 5 years | 42.78 | 78.35 | 55% |
| Returns for 10 years | 36.82 | 101.27 | 36% |