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LSVEX vs VIVIX
LSVEX vs VIVIX Comparison
Open Charts LSVEX vs VIVIX
Vanguard Value Index I
Price$63.70
Change-$0.20 (-0.31%)
VolumeN/A
Net Assets190.51B
LSVEX vs VIVIX Comparison Chart
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LSVEX vs. VIVIX commentary
Apr 16, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. LSVEX (1.13B). VIVIX pays higher dividends than LSVEX: VIVIX (2.27) vs LSVEX (2.03). 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 (10.00). 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 : 5.49 vs. LSVEX (-5.44). VIVIX return over 5 years is better than : 72.99 vs. LSVEX (41.34).
| 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 | -6.677 | -3.199 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 191B | 1% |
| Annual Yield % from dividends | 2.03 | 2.27 | 90% |
| Returns for 1 year | -5.44 | 5.49 | -99% |
| Returns for 3 years | -8.37 | 10.85 | -77% |
| Returns for 5 years | 41.34 | 72.99 | 57% |
| Returns for 10 years | 24.73 | 94.77 | 26% |
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