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LOMAX vs VVIAX
LOMAX vs VVIAX Comparison
Open Charts LOMAX vs VVIAX
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
LOMAX vs VVIAX Comparison Chart
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LOMAX vs. VVIAX commentary
Jun 07, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LOMAX (93.3M). LOMAX pays higher dividends than VVIAX: LOMAX (2.97) vs VVIAX (2.28). 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 : 6.82 vs. LOMAX (4.84). VVIAX return over 5 years is better than : 58.69 vs. LOMAX (25.81).
| LOMAX | VVIAX | LOMAX / VVIAX | |
| Total Expense Ratio | 0.71 | 0.05 | 1,420% |
| Annual Report Gross Expense Ratio | 1.00 | 0.05 | 2,000% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 2.963 | 1.255 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.3M | 189B | 0% |
| Annual Yield % from dividends | 2.97 | 2.28 | 130% |
| Returns for 1 year | 4.84 | 6.82 | 71% |
| Returns for 3 years | 4.18 | 18.51 | 23% |
| Returns for 5 years | 25.81 | 58.69 | 44% |
| Returns for 10 years | 29.37 | 102.89 | 29% |
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