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LSVEX vs VVIAX
LSVEX vs VVIAX Comparison
Open Charts LSVEX vs VVIAX
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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LSVEX vs VVIAX Comparison Chart
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LSVEX vs. VVIAX commentary
Sep 21, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. LSVEX (1.54B). VVIAX pays higher dividends than LSVEX: VVIAX (2.36) vs LSVEX (2.03). LSVEX was incepted earlier than VVIAX: LSVEX (25 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 : 24.02 vs. LSVEX (18.10). VVIAX return over 5 years is better than : 55.46 vs. LSVEX (21.24).
| LSVEX | VVIAX | LSVEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 14.177 | 16.303 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 183B | 1% |
| Annual Yield % from dividends | 2.03 | 2.36 | 86% |
| Returns for 1 year | 18.10 | 24.02 | 75% |
| Returns for 3 years | 0.47 | 28.29 | 2% |
| Returns for 5 years | 21.24 | 55.46 | 38% |
| Returns for 10 years | 49.56 | 114.04 | 43% |