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LMVTX vs VVIAX
LMVTX vs VVIAX Comparison
Open Charts LMVTX vs VVIAX
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LMVTX vs VVIAX Comparison Chart
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LMVTX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LMVTX (3.75B). VVIAX pays higher dividends than LMVTX: VVIAX (2.28) vs LMVTX (0.04). LMVTX was incepted earlier than VVIAX: LMVTX (43 years) vs VVIAX (25 years). LMVTX (1.76) is less costly to investors than VVIAX (0.05). LMVTX is a more actively managed with annual turnover of: 54.00 vs. VVIAX (9.00). LMVTX has a lower initial minimum investment than VVIAX: LMVTX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.01 vs. LMVTX (-4.49). VVIAX return over 5 years is better than : 72.56 vs. LMVTX (26.27).
| LMVTX | VVIAX | LMVTX / VVIAX | |
| Total Expense Ratio | 1.74 | 0.05 | 3,480% |
| Annual Report Gross Expense Ratio | 1.76 | 0.05 | 3,520% |
| Fund Existence | 43 years | 25 years | - |
| Gain YTD | -0.208 | 2.436 | -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 | 2.28 | 2% |
| Returns for 1 year | -4.49 | 8.01 | -56% |
| Returns for 3 years | 10.52 | 32.19 | 33% |
| Returns for 5 years | 26.27 | 72.56 | 36% |
| Returns for 10 years | 36.94 | 103.54 | 36% |
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