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LMVTX vs VIVAX
LMVTX vs VIVAX Comparison
Open Charts LMVTX vs VIVAX
Vanguard Value Index I
Price$65.82
Change+$1.01 (+1.56%)
VolumeN/A
Net Assets190.51B
LMVTX vs VIVAX Comparison Chart
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LMVTX vs. VIVAX commentary
May 05, 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: 191B vs. LMVTX (3.63B). VIVAX pays higher dividends than LMVTX: VIVAX (2.22) 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 : 7.68 vs. LMVTX (-6.54). VIVAX return over 5 years is better than : 76.45 vs. LMVTX (31.49).
| 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 | -4.208 | -0.337 | 1,248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 191B | 2% |
| Annual Yield % from dividends | 0.04 | 2.22 | 2% |
| Returns for 1 year | -6.54 | 7.68 | -85% |
| Returns for 3 years | -3.36 | 19.07 | -18% |
| Returns for 5 years | 31.49 | 76.45 | 41% |
| Returns for 10 years | 30.65 | 98.90 | 31% |
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