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LSVEX vs VIVAX
LSVEX vs VIVAX Comparison
Open Charts LSVEX vs VIVAX
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
LSVEX vs VIVAX Comparison Chart
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LSVEX vs. VIVAX 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 LSVEX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LSVEX (1.15B). VIVAX pays higher dividends than LSVEX: VIVAX (2.16) vs LSVEX (2.02). LSVEX was incepted earlier than VIVAX: LSVEX (26 years) vs VIVAX (33 years). LSVEX (0.68) is less costly to investors than VIVAX (0.17). LSVEX is a more actively managed with annual turnover of: 26.00 vs. VIVAX (9.00). 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 : 6.81 vs. LSVEX (0.80). VIVAX return over 5 years is better than : 58.70 vs. LSVEX (23.71).
| LSVEX | VIVAX | LSVEX / VIVAX | |
| Total Expense Ratio | 0.68 | 0.17 | 400% |
| Annual Report Gross Expense Ratio | 0.68 | 0.17 | 400% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 0.725 | 1.238 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 189B | 1% |
| Annual Yield % from dividends | 2.02 | 2.16 | 94% |
| Returns for 1 year | 0.80 | 6.81 | 12% |
| Returns for 3 years | -1.68 | 18.51 | -9% |
| Returns for 5 years | 23.71 | 58.70 | 40% |
| Returns for 10 years | 34.40 | 102.90 | 33% |
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