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LMVTX vs VIVAX
LMVTX vs VIVAX Comparison
Open Charts LMVTX vs VIVAX
Vanguard Value Index I
Price$66.86
Change+$0.56 (+0.84%)
VolumeN/A
CapitalizationN/A
LMVTX vs VIVAX Comparison Chart
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LMVTX vs. VIVAX commentary
Dec 26, 2024
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 (3.87B). VIVAX pays higher dividends than LMVTX: VIVAX (2.25) vs LMVTX (0.51). LMVTX was incepted earlier than VIVAX: LMVTX (43 years) vs VIVAX (32 years). LMVTX is a more actively managed with annual turnover of: 60.00 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 : 15.46 vs. LMVTX (5.34). VIVAX return over 5 years is better than : 43.01 vs. LMVTX (7.98).
| LMVTX | VIVAX | LMVTX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 43 years | 32 years | - |
| Gain YTD | 5.088 | 14.750 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.87B | 195B | 2% |
| Annual Yield % from dividends | 0.51 | 2.25 | 23% |
| Returns for 1 year | 5.34 | 15.46 | 35% |
| Returns for 3 years | -3.09 | 18.30 | -17% |
| Returns for 5 years | 7.98 | 43.01 | 19% |
| Returns for 10 years | 40.28 | 100.54 | 40% |
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