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LMVTX vs VIVAX
LMVTX vs VIVAX Comparison
Open Charts LMVTX vs VIVAX
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LMVTX vs VIVAX Comparison Chart
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LMVTX vs. VIVAX commentary
Jun 15, 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: 189B vs. LMVTX (3.75B). VIVAX pays higher dividends than LMVTX: VIVAX (2.16) 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 : 8.01 vs. LMVTX (-4.49). VIVAX return over 5 years is better than : 72.56 vs. LMVTX (26.27).
| 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 | -0.208 | 2.419 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 189B | 2% |
| Annual Yield % from dividends | 0.04 | 2.16 | 2% |
| Returns for 1 year | -4.49 | 8.01 | -56% |
| Returns for 3 years | 10.52 | 32.20 | 33% |
| Returns for 5 years | 26.27 | 72.56 | 36% |
| Returns for 10 years | 36.94 | 103.54 | 36% |
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