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LSVVX vs VVIAX
LSVVX vs VVIAX Comparison
Open Charts LSVVX vs VVIAX
LSV Conservative Value Equity
Price$14.13
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets127.71M
Vanguard Value Index Adm
Price$69.03
Change+$0.32 (+0.47%)
VolumeN/A
Net Assets195.18B
LSVVX vs VVIAX Comparison Chart in %
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LSVVX vs. VVIAX commentary
Jul 17, 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: 195B vs. LSVVX (128M). VVIAX (2.18) and LSVVX (2.09) have matching dividends . LSVVX was incepted earlier than VVIAX: LSVVX (18 years) vs VVIAX (25 years). LSVVX (0.56) is less costly to investors than VVIAX (0.05). LSVVX (9.00) and VVIAX (9.00) have comparable annual turnover. 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 : 5.40 vs. LSVVX (-4.24). VVIAX return over 5 years is better than : 70.24 vs. LSVVX (63.52).
| 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 | 25 years | - |
| Gain YTD | 4.989 | 4.093 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 195B | 0% |
| Annual Yield % from dividends | 2.09 | 2.18 | 96% |
| Returns for 1 year | -4.24 | 5.40 | -78% |
| Returns for 3 years | 21.71 | 33.38 | 65% |
| Returns for 5 years | 63.52 | 70.24 | 90% |
| Returns for 10 years | 60.85 | 107.14 | 57% |
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