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LSVVX vs VVIAX
LSVVX vs VVIAX Comparison
Open Charts LSVVX vs VVIAX
LSV Conservative Value Equity
Price$15.23
Change-$0.39 (-2.50%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
LSVVX vs VVIAX Comparison Chart
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LSVVX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LSVVX (137M). VVIAX pays higher dividends than LSVVX: VVIAX (2.36) vs LSVVX (2.23). LSVVX was incepted earlier than VVIAX: LSVVX (18 years) vs VVIAX (24 years). LSVVX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than LSVVX: VVIAX (3000) vs LSVVX (100000). LSVVX annual gain was more profitable for investors over the last year : 14.69 vs. VVIAX (12.71). LSVVX return over 5 years is better than : 45.81 vs. VVIAX (40.22).
| LSVVX | VVIAX | LSVVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 18.065 | 13.115 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 195B | 0% |
| Annual Yield % from dividends | 2.23 | 2.36 | 95% |
| 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 | 99.66 | 57% |
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