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LSVEX vs VIVAX
LSVEX vs VIVAX Comparison
Open Charts LSVEX vs VIVAX
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
LSVEX vs VIVAX Comparison Chart
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LSVEX vs. VIVAX commentary
Feb 23, 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 LSVEX is a StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. LSVEX (1.34B). VIVAX pays higher dividends than LSVEX: VIVAX (2.25) vs LSVEX (2.03). LSVEX was incepted earlier than VIVAX: LSVEX (26 years) vs VIVAX (32 years). LSVEX (10.00) and VIVAX (10.00) have comparable annual turnover. VIVAX has a lower initial minimum investment than LSVEX: VIVAX (3000) vs LSVEX (100000). VIVAX annual gain was more profitable for investors over the last year : 13.43 vs. LSVEX (8.08). VIVAX return over 5 years is better than : 47.22 vs. LSVEX (13.21).
| LSVEX | VIVAX | LSVEX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 3.281 | 4.148 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 193B | 1% |
| Annual Yield % from dividends | 2.03 | 2.25 | 90% |
| Returns for 1 year | 8.08 | 13.43 | 60% |
| Returns for 3 years | 1.66 | 23.92 | 7% |
| Returns for 5 years | 13.21 | 47.22 | 28% |
| Returns for 10 years | 36.18 | 105.56 | 34% |