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LMVTX vs VIVAX
LMVTX vs VIVAX Comparison
Open Charts LMVTX vs VIVAX
Vanguard Value Index I
Price$65.93
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets183.65B
LMVTX vs VIVAX Comparison Chart
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LMVTX vs. VIVAX commentary
May 25, 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: 184B vs. LMVTX (3.65B). 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 : 5.49 vs. LMVTX (-7.64). VIVAX return over 5 years is better than : 74.23 vs. LMVTX (27.56).
| 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 | -3.399 | -0.171 | 1,993% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 184B | 2% |
| Annual Yield % from dividends | 0.04 | 2.22 | 2% |
| Returns for 1 year | -7.64 | 5.49 | -139% |
| Returns for 3 years | 1.44 | 20.89 | 7% |
| Returns for 5 years | 27.56 | 74.23 | 37% |
| Returns for 10 years | 32.46 | 98.22 | 33% |
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