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LSVMX vs VVIAX
LSVMX vs VVIAX Comparison
Open Charts LSVMX vs VVIAX
LSV US Managed Volatility Institutional
Price$10.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.35M
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
LSVMX vs VVIAX Comparison Chart
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LSVMX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LSVMX (23.4M). LSVMX pays higher dividends than VVIAX: LSVMX (3.07) vs VVIAX (2.34). LSVMX was incepted earlier than VVIAX: LSVMX (11 years) vs VVIAX (25 years). LSVMX (0.78) is less costly to investors than VVIAX (0.05). LSVMX is a more actively managed with annual turnover of: 18.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than LSVMX: VVIAX (3000) vs LSVMX (100000). VVIAX annual gain was more profitable for investors over the last year : 4.59 vs. LSVMX (0.35). VVIAX return over 5 years is better than : 72.66 vs. LSVMX (12.87).
| LSVMX | VVIAX | LSVMX / VVIAX | |
| Total Expense Ratio | 0.55 | 0.05 | 1,100% |
| Annual Report Gross Expense Ratio | 0.78 | 0.05 | 1,560% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 4.455 | -0.684 | -651% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4M | 184B | 0% |
| Annual Yield % from dividends | 3.07 | 2.34 | 131% |
| Returns for 1 year | 0.35 | 4.59 | 8% |
| Returns for 3 years | -10.39 | 21.41 | -49% |
| Returns for 5 years | 12.87 | 72.66 | 18% |
| Returns for 10 years | 22.73 | 97.34 | 23% |
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