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LSVVX vs VIVIX
LSVVX vs VIVIX Comparison
Open Charts LSVVX vs VIVIX
LSV Conservative Value Equity
Price$15.23
Change-$0.39 (-2.50%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
LSVVX vs VIVIX Comparison Chart
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LSVVX vs. VIVIX commentary
Dec 19, 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 LSVVX is a Sell and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LSVVX (137M). VIVIX pays higher dividends than LSVVX: VIVIX (2.37) vs LSVVX (2.23). LSVVX was incepted earlier than VIVIX: LSVVX (18 years) vs VIVIX (26 years). LSVVX is a more actively managed with annual turnover of: 19.00 vs. VIVIX (10.00). LSVVX has a lower initial minimum investment than VIVIX: LSVVX (100000) vs VIVIX (5000000). LSVVX annual gain was more profitable for investors over the last year : 14.69 vs. VIVIX (12.71). LSVVX return over 5 years is better than : 45.81 vs. VIVIX (40.22).
| LSVVX | VIVIX | LSVVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 18.065 | 13.116 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 195B | 0% |
| Annual Yield % from dividends | 2.23 | 2.37 | 94% |
| Returns for 1 year | 14.69 | 12.71 | 116% |
| Returns for 3 years | 20.32 | 17.45 | 116% |
| Returns for 5 years | 45.81 | 40.22 | 114% |
| Returns for 10 years | 57.06 | 99.72 | 57% |
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