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LSVEX vs VIVAX
LSVEX vs VIVAX Comparison
Open Charts LSVEX vs VIVAX
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
LSVEX vs VIVAX Comparison Chart
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LSVEX vs. VIVAX commentary
Dec 19, 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 LSVEX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LSVEX (1.38B). 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 : 16.42 vs. LSVEX (11.49). VIVAX return over 5 years is better than : 44.64 vs. LSVEX (15.94).
| 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 | 15.899 | 16.008 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 195B | 1% |
| Annual Yield % from dividends | 2.03 | 2.25 | 90% |
| Returns for 1 year | 11.49 | 16.42 | 70% |
| Returns for 3 years | -3.06 | 20.48 | -15% |
| Returns for 5 years | 15.94 | 44.64 | 36% |
| Returns for 10 years | 46.62 | 104.82 | 44% |
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