Ad is loading...
LSVEX vs VVIAX
LSVEX vs VVIAX Comparison
Open Charts LSVEX vs VVIAX
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
LSVEX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSVEX vs. VVIAX commentary
Feb 23, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. LSVEX (1.34B). VVIAX pays higher dividends than LSVEX: VVIAX (2.36) vs LSVEX (2.03). LSVEX was incepted earlier than VVIAX: LSVEX (26 years) vs VVIAX (24 years). LSVEX (10.00) and VVIAX (10.00) have comparable annual turnover. 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 : 13.46 vs. LSVEX (8.08). VVIAX return over 5 years is better than : 47.22 vs. LSVEX (13.21).
| LSVEX | VVIAX | LSVEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 3.281 | 4.164 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 193B | 1% |
| Annual Yield % from dividends | 2.03 | 2.36 | 86% |
| Returns for 1 year | 8.08 | 13.46 | 60% |
| Returns for 3 years | 1.66 | 23.94 | 7% |
| Returns for 5 years | 13.21 | 47.22 | 28% |
| Returns for 10 years | 36.18 | 105.55 | 34% |