Interact to see
Advertisement
Advertisement
LSVVX vs VVIAX
LSVVX vs VVIAX Comparison
Open Charts LSVVX vs VVIAX
LSV Conservative Value Equity
Price$13.78
Change+$0.16 (+1.17%)
VolumeN/A
Net Assets126.31M
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
LSVVX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSVVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LSVVX (126M). VVIAX pays higher dividends than LSVVX: VVIAX (2.28) vs LSVVX (2.16). 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 : 6.82 vs. LSVVX (-2.65). VVIAX return over 5 years is better than : 58.69 vs. LSVVX (48.46).
| 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 | 1.415 | 1.255 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 189B | 0% |
| Annual Yield % from dividends | 2.16 | 2.28 | 95% |
| Returns for 1 year | -2.65 | 6.82 | -39% |
| Returns for 3 years | 6.48 | 18.51 | 35% |
| Returns for 5 years | 48.46 | 58.69 | 83% |
| Returns for 10 years | 57.20 | 102.89 | 56% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement