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LMVTX vs VVIAX
LMVTX vs VVIAX Comparison
Open Charts LMVTX vs VVIAX
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
LMVTX vs VVIAX Comparison Chart
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LMVTX vs. VVIAX commentary
Jan 31, 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 Buy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LMVTX (3.99B). VVIAX pays higher dividends than LMVTX: VVIAX (2.36) vs LMVTX (0.51). LMVTX was incepted earlier than VVIAX: LMVTX (43 years) vs VVIAX (24 years). LMVTX is a more actively managed with annual turnover of: 60.00 vs. VVIAX (10.00). 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 : 16.69 vs. LMVTX (9.31). VVIAX return over 5 years is better than : 50.85 vs. LMVTX (15.26).
| LMVTX | VVIAX | LMVTX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 43 years | 24 years | - |
| Gain YTD | 3.749 | 3.907 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 184B | 2% |
| Annual Yield % from dividends | 0.51 | 2.36 | 22% |
| Returns for 1 year | 9.31 | 16.69 | 56% |
| Returns for 3 years | 1.15 | 21.04 | 5% |
| Returns for 5 years | 15.26 | 50.85 | 30% |
| Returns for 10 years | 50.16 | 114.24 | 44% |