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LSVVX vs VVIAX
LSVVX vs VVIAX Comparison
Open Charts LSVVX vs VVIAX
LSV Conservative Value Equity
Price$13.17
Change+$0.17 (+1.31%)
VolumeN/A
Net Assets121.95M
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
LSVVX vs VVIAX Comparison Chart
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LSVVX vs. VVIAX commentary
Apr 25, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. LSVVX (122M). VVIAX pays higher dividends than LSVVX: VVIAX (2.26) vs LSVVX (2.14). LSVVX was incepted earlier than VVIAX: LSVVX (18 years) vs VVIAX (24 years). LSVVX (0.56) is less costly to investors than VVIAX (0.05). VVIAX is a more actively managed with annual turnover of: 10.00 vs. LSVVX (9.00). VVIAX has a lower initial minimum investment than LSVVX: VVIAX (3000) vs LSVVX (100000). VVIAX annual gain was more profitable for investors over the last year : 3.38 vs. LSVVX (-7.15). VVIAX return over 5 years is better than : 69.91 vs. LSVVX (65.99).
| LSVVX | VVIAX | LSVVX / VVIAX | |
| Total Expense Ratio | 0.35 | 0.05 | 700% |
| Annual Report Gross Expense Ratio | 0.56 | 0.05 | 1,120% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -3.202 | -3.426 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 191B | 0% |
| Annual Yield % from dividends | 2.14 | 2.26 | 95% |
| Returns for 1 year | -7.15 | 3.38 | -211% |
| Returns for 3 years | 3.05 | 12.73 | 24% |
| Returns for 5 years | 65.99 | 69.91 | 94% |
| Returns for 10 years | 49.10 | 92.47 | 53% |
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