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LMVTX vs VIVIX
LMVTX vs VIVIX Comparison
Open Charts LMVTX vs VIVIX
Vanguard Value Index I
Price$65.79
Change+$1.00 (+1.54%)
VolumeN/A
Net Assets190.51B
LMVTX vs VIVIX Comparison Chart
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LMVTX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. LMVTX (3.63B). 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 : 7.67 vs. LMVTX (-6.54). VIVIX return over 5 years is better than : 76.44 vs. LMVTX (31.49).
| 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 | -4.208 | -0.336 | 1,254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 191B | 2% |
| Annual Yield % from dividends | 0.04 | 2.35 | 2% |
| Returns for 1 year | -6.54 | 7.67 | -85% |
| Returns for 3 years | -3.36 | 19.05 | -18% |
| Returns for 5 years | 31.49 | 76.44 | 41% |
| Returns for 10 years | 30.65 | 98.84 | 31% |
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