Interact to see
Advertisement
Advertisement
LMVWX vs VSIIX
LMVWX vs VSIIX Comparison
Open Charts LMVWX vs VSIIX
LMVWX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMVWX vs. VSIIX commentary
Jun 04, 2026
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 LMVWX is a Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 64.9B vs. LMVWX (94.7M). VSIIX pays higher dividends than LMVWX: VSIIX (1.77) vs LMVWX (0.11). LMVWX was incepted earlier than VSIIX: LMVWX (7 years) vs VSIIX (27 years). LMVWX (1.06) is less costly to investors than VSIIX (0.05). LMVWX is a more actively managed with annual turnover of: 77.00 vs. VSIIX (25.00). LMVWX has a lower initial minimum investment than VSIIX: LMVWX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 24.94 vs. LMVWX (21.67). VSIIX return over 5 years is better than : 34.51 vs. LMVWX (-6.59).
| LMVWX | VSIIX | LMVWX / VSIIX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.06 | 0.05 | 2,120% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 11.691 | 10.625 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 64.9B | 0% |
| Annual Yield % from dividends | 0.11 | 1.77 | 6% |
| Returns for 1 year | 21.67 | 24.94 | 87% |
| Returns for 3 years | 24.18 | 49.92 | 48% |
| Returns for 5 years | -6.59 | 34.51 | -19% |
| Returns for 10 years | N/A | 130.90 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement