Interact to see
Advertisement
Advertisement
LMVTX vs VIVIX
LMVTX vs VIVIX Comparison
Open Charts LMVTX vs VIVIX
Vanguard Value Index I
Price$65.92
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets183.65B
LMVTX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMVTX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LMVTX (3.65B). VIVIX pays higher dividends than LMVTX: VIVIX (2.35) vs LMVTX (0.04). LMVTX was incepted earlier than VIVIX: LMVTX (43 years) vs VIVIX (27 years). LMVTX (1.76) is less costly to investors than VIVIX (0.04). LMVTX is a more actively managed with annual turnover of: 54.00 vs. VIVIX (9.00). LMVTX has a lower initial minimum investment than VIVIX: LMVTX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.52 vs. LMVTX (-7.64). VIVIX return over 5 years is better than : 74.27 vs. LMVTX (27.56).
| LMVTX | VIVIX | LMVTX / VIVIX | |
| Total Expense Ratio | 1.74 | 0.04 | 4,350% |
| Annual Report Gross Expense Ratio | 1.76 | 0.04 | 4,400% |
| Fund Existence | 43 years | 27 years | - |
| Gain YTD | -3.399 | -0.139 | 2,450% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 184B | 2% |
| Annual Yield % from dividends | 0.04 | 2.35 | 2% |
| Returns for 1 year | -7.64 | 5.52 | -138% |
| Returns for 3 years | 1.44 | 20.90 | 7% |
| Returns for 5 years | 27.56 | 74.27 | 37% |
| Returns for 10 years | 32.46 | 98.21 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement