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LSVMX vs VVIAX
LSVMX vs VVIAX Comparison
Open Charts LSVMX vs VVIAX
LSV US Managed Volatility Institutional
Price$11.92
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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LSVMX vs VVIAX Comparison Chart
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LSVMX 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 LSVMX is a StrongBuy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. LSVMX (36.7M). VVIAX (2.36) and LSVMX (2.27) have matching dividends . LSVMX was incepted earlier than VVIAX: LSVMX (10 years) vs VVIAX (24 years). LSVMX is a more actively managed with annual turnover of: 21.00 vs. VVIAX (10.00). 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 : 20.40 vs. LSVMX (4.13). VVIAX return over 5 years is better than : 54.20 vs. LSVMX (0.77).
| LSVMX | VVIAX | LSVMX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 15.625 | 15.359 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.7M | 183B | 0% |
| Annual Yield % from dividends | 2.27 | 2.36 | 96% |
| Returns for 1 year | 4.13 | 20.40 | 20% |
| Returns for 3 years | -4.03 | 25.00 | -16% |
| Returns for 5 years | 0.77 | 54.20 | 1% |
| Returns for 10 years | 41.16 | 109.21 | 38% |
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