LOMAX
Price
$15.62
Change
-$0.06 (-0.38%)
Updated
Jul 18 closing price
Net Assets
96.61M
VVIAX
Price
$69.32
Change
-$0.06 (-0.09%)
Updated
Jul 18 closing price
Net Assets
195.18B
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LOMAX vs VVIAX

Header iconLOMAX vs VVIAX Comparison
Open Charts LOMAX vs VVIAXBanner chart's image
Edgar Lomax Value
Price$15.62
Change-$0.06 (-0.38%)
VolumeN/A
Net Assets96.61M
Vanguard Value Index Adm
Price$69.32
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
LOMAX vs VVIAX Comparison Chart in %
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LOMAX vs. VVIAX commentary
Jul 19, 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 LOMAX is a Hold and VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LOMAX (96.6M). LOMAX pays higher dividends than VVIAX: LOMAX (2.86) vs VVIAX (2.18). LOMAX was incepted earlier than VVIAX: LOMAX (28 years) vs VVIAX (25 years). LOMAX (1.00) is less costly to investors than VVIAX (0.05). LOMAX is a more actively managed with annual turnover of: 30.46 vs. VVIAX (9.00). LOMAX has a lower initial minimum investment than VVIAX: LOMAX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 6.23 vs. LOMAX (4.75). VVIAX return over 5 years is better than : 71.90 vs. LOMAX (41.43).
LOMAXVVIAXLOMAX / VVIAX
Total Expense Ratio0.710.051,420%
Annual Report Gross Expense Ratio1.000.052,000%
Fund Existence28 years25 years-
Gain YTD8.0635.108158%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets96.6M195B0%
Annual Yield % from dividends2.862.18131%
Returns for 1 year4.756.2376%
Returns for 3 years19.4235.7454%
Returns for 5 years41.4371.9058%
Returns for 10 years36.25109.4133%
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