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LSVEX vs VVIAX
LSVEX vs VVIAX Comparison
Open Charts LSVEX vs VVIAX
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
LSVEX vs VVIAX Comparison Chart
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LSVEX vs. VVIAX commentary
Jun 07, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LSVEX (1.15B). VVIAX pays higher dividends than LSVEX: VVIAX (2.28) vs LSVEX (2.02). LSVEX was incepted earlier than VVIAX: LSVEX (26 years) vs VVIAX (25 years). LSVEX (0.68) is less costly to investors than VVIAX (0.05). LSVEX is a more actively managed with annual turnover of: 26.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than LSVEX: VVIAX (3000) vs LSVEX (100000). VVIAX annual gain was more profitable for investors over the last year : 6.82 vs. LSVEX (0.80). VVIAX return over 5 years is better than : 58.69 vs. LSVEX (23.71).
| LSVEX | VVIAX | LSVEX / VVIAX | |
| Total Expense Ratio | 0.68 | 0.05 | 1,360% |
| Annual Report Gross Expense Ratio | 0.68 | 0.05 | 1,360% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 0.725 | 1.255 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 189B | 1% |
| Annual Yield % from dividends | 2.02 | 2.28 | 89% |
| Returns for 1 year | 0.80 | 6.82 | 12% |
| Returns for 3 years | -1.68 | 18.51 | -9% |
| Returns for 5 years | 23.71 | 58.69 | 40% |
| Returns for 10 years | 34.40 | 102.89 | 33% |
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