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LSVVX vs VIVIX
LSVVX vs VIVIX Comparison
Open Charts LSVVX vs VIVIX
LSV Conservative Value Equity
Price$13.78
Change+$0.16 (+1.17%)
VolumeN/A
Net Assets126.31M
Vanguard Value Index I
Price$67.50
Change+$0.66 (+0.99%)
VolumeN/A
Net Assets188.77B
LSVVX vs VIVIX Comparison Chart
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LSVVX vs. VIVIX commentary
Jun 07, 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 LSVVX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LSVVX (126M). VIVIX pays higher dividends than LSVVX: VIVIX (2.29) vs LSVVX (2.16). LSVVX was incepted earlier than VIVIX: LSVVX (18 years) vs VIVIX (27 years). LSVVX (0.56) is less costly to investors than VIVIX (0.04). LSVVX (9.00) and VIVIX (9.00) have comparable annual turnover. LSVVX has a lower initial minimum investment than VIVIX: LSVVX (100000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 6.80 vs. LSVVX (-2.65). VIVIX return over 5 years is better than : 58.67 vs. LSVVX (48.46).
| LSVVX | VIVIX | LSVVX / VIVIX | |
| Total Expense Ratio | 0.35 | 0.04 | 875% |
| Annual Report Gross Expense Ratio | 0.56 | 0.04 | 1,400% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 1.415 | 1.255 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 189B | 0% |
| Annual Yield % from dividends | 2.16 | 2.29 | 94% |
| Returns for 1 year | -2.65 | 6.80 | -39% |
| Returns for 3 years | 6.48 | 18.51 | 35% |
| Returns for 5 years | 48.46 | 58.67 | 83% |
| Returns for 10 years | 57.20 | 102.87 | 56% |
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