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LSVEX vs VIVAX
LSVEX vs VIVAX Comparison
Open Charts LSVEX vs VIVAX
Vanguard Value Index I
Price$68.71
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
LSVEX vs VIVAX Comparison Chart in %
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LSVEX vs. VIVAX commentary
Jun 27, 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 (1.17B). 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 : 8.64 vs. LSVEX (3.05). VIVAX return over 5 years is better than : 80.98 vs. LSVEX (43.65).
| 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 | 2.823 | 3.312 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 189B | 1% |
| Annual Yield % from dividends | 2.02 | 2.16 | 94% |
| Returns for 1 year | 3.05 | 8.64 | 35% |
| Returns for 3 years | 9.66 | 30.67 | 32% |
| Returns for 5 years | 43.65 | 80.98 | 54% |
| Returns for 10 years | 38.17 | 110.43 | 35% |
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