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LOMAX vs VVIAX
LOMAX vs VVIAX Comparison
Open Charts LOMAX vs VVIAX
Vanguard Value Index Adm
Price$59.99
Change-$0.77 (-1.27%)
VolumeN/A
Net Assets190.51B
LOMAX vs VVIAX Comparison Chart
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LOMAX vs. VVIAX commentary
Apr 10, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. LOMAX (86.7M). LOMAX pays higher dividends than VVIAX: LOMAX (2.89) vs VVIAX (2.26). LOMAX was incepted earlier than VVIAX: LOMAX (27 years) vs VVIAX (24 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 (10.00). LOMAX has a lower initial minimum investment than VVIAX: LOMAX (2500) vs VVIAX (3000). LOMAX (-2.89) and VVIAX (-2.91) have marching annual gain over last year. VVIAX return over 5 years is better than : 60.38 vs. LOMAX (30.81).
| 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 | 27 years | 24 years | - |
| Gain YTD | -3.722 | -7.970 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.7M | 191B | 0% |
| Annual Yield % from dividends | 2.89 | 2.26 | 128% |
| Returns for 1 year | -2.89 | -2.91 | 99% |
| Returns for 3 years | -4.15 | 4.39 | -95% |
| Returns for 5 years | 30.81 | 60.38 | 51% |
| Returns for 10 years | 19.05 | 83.85 | 23% |