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LSVEX vs VIVIX
LSVEX vs VIVIX Comparison
Open Charts LSVEX vs VIVIX
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
LSVEX vs VIVIX Comparison Chart
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LSVEX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LSVEX (1.38B). VIVIX pays higher dividends than LSVEX: VIVIX (2.37) vs LSVEX (2.03). LSVEX was incepted earlier than VIVIX: LSVEX (26 years) vs VIVIX (26 years). LSVEX (10.00) and VIVIX (10.00) have comparable annual turnover. 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 : 16.43 vs. LSVEX (11.49). VIVIX return over 5 years is better than : 44.60 vs. LSVEX (15.94).
| LSVEX | VIVIX | LSVEX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | 15.899 | 16.034 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 195B | 1% |
| Annual Yield % from dividends | 2.03 | 2.37 | 86% |
| Returns for 1 year | 11.49 | 16.43 | 70% |
| Returns for 3 years | -3.06 | 20.48 | -15% |
| Returns for 5 years | 15.94 | 44.60 | 36% |
| Returns for 10 years | 46.62 | 104.87 | 44% |
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