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LSVMX vs VIVIX
LSVMX vs VIVIX Comparison
Open Charts LSVMX vs VIVIX
LSV US Managed Volatility Institutional
Price$10.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.35M
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
LSVMX vs VIVIX Comparison Chart
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LSVMX vs. VIVIX commentary
May 11, 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 LSVMX is a Hold and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LSVMX (23.4M). LSVMX pays higher dividends than VIVIX: LSVMX (3.07) vs VIVIX (2.35). LSVMX was incepted earlier than VIVIX: LSVMX (11 years) vs VIVIX (27 years). LSVMX (0.78) is less costly to investors than VIVIX (0.04). LSVMX is a more actively managed with annual turnover of: 18.00 vs. VIVIX (9.00). LSVMX has a lower initial minimum investment than VIVIX: LSVMX (100000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.59 vs. LSVMX (0.35). VIVIX return over 5 years is better than : 72.66 vs. LSVMX (12.87).
| LSVMX | VIVIX | LSVMX / VIVIX | |
| Total Expense Ratio | 0.55 | 0.04 | 1,375% |
| Annual Report Gross Expense Ratio | 0.78 | 0.04 | 1,950% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 4.455 | -0.669 | -666% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4M | 184B | 0% |
| Annual Yield % from dividends | 3.07 | 2.35 | 131% |
| Returns for 1 year | 0.35 | 4.59 | 8% |
| Returns for 3 years | -10.39 | 21.42 | -49% |
| Returns for 5 years | 12.87 | 72.66 | 18% |
| Returns for 10 years | 22.73 | 97.34 | 23% |
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