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LOMAX vs VVIAX
LOMAX vs VVIAX Comparison
Open Charts LOMAX vs VVIAX
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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LOMAX vs VVIAX Comparison Chart
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LOMAX vs. VVIAX commentary
Sep 21, 2024
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: 183B vs. LOMAX (97.3M). LOMAX pays higher dividends than VVIAX: LOMAX (3.09) vs VVIAX (2.36). LOMAX was incepted earlier than VVIAX: LOMAX (27 years) vs VVIAX (24 years). LOMAX is a more actively managed with annual turnover of: 38.47 vs. VVIAX (10.00). 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 : 24.02 vs. LOMAX (19.67). VVIAX return over 5 years is better than : 55.46 vs. LOMAX (21.40).
| LOMAX | VVIAX | LOMAX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 12.473 | 16.303 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.3M | 183B | 0% |
| Annual Yield % from dividends | 3.09 | 2.36 | 131% |
| Returns for 1 year | 19.67 | 24.02 | 82% |
| Returns for 3 years | 15.20 | 28.29 | 54% |
| Returns for 5 years | 21.40 | 55.46 | 39% |
| Returns for 10 years | 23.25 | 114.04 | 20% |