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LSVEX vs VIVIX
LSVEX vs VIVIX Comparison
Open Charts LSVEX vs VIVIX
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
LSVEX vs VIVIX Comparison Chart
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LSVEX vs. VIVIX commentary
May 09, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LSVEX (1.12B). VIVIX pays higher dividends than LSVEX: VIVIX (2.35) vs LSVEX (2.10). LSVEX was incepted earlier than VIVIX: LSVEX (26 years) vs VIVIX (27 years). LSVEX (0.68) is less costly to investors than VIVIX (0.04). LSVEX is a more actively managed with annual turnover of: 26.00 vs. VIVIX (9.00). LSVEX has a lower initial minimum investment than VIVIX: LSVEX (100000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.12 vs. LSVEX (-2.40). VIVIX return over 5 years is better than : 72.19 vs. LSVEX (38.08).
| LSVEX | VIVIX | LSVEX / VIVIX | |
| Total Expense Ratio | 0.68 | 0.04 | 1,700% |
| Annual Report Gross Expense Ratio | 0.68 | 0.04 | 1,700% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | -2.289 | -0.942 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 184B | 1% |
| Annual Yield % from dividends | 2.10 | 2.35 | 89% |
| Returns for 1 year | -2.40 | 5.12 | -47% |
| Returns for 3 years | 0.11 | 20.66 | 1% |
| Returns for 5 years | 38.08 | 72.19 | 53% |
| Returns for 10 years | 29.42 | 96.21 | 31% |
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