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LVAEX vs VIVAX
LVAEX vs VIVAX Comparison
Open Charts LVAEX vs VIVAX
LSV Value Equity Investor
Price$25.74
Change+$0.27 (+1.06%)
VolumeN/A
Net Assets1.12B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
LVAEX vs VIVAX Comparison Chart
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LVAEX vs. VIVAX commentary
May 09, 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 LVAEX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LVAEX (1.12B). VIVAX pays higher dividends than LVAEX: VIVAX (2.22) vs LVAEX (1.82). LVAEX was incepted earlier than VIVAX: LVAEX (11 years) vs VIVAX (33 years). LVAEX (0.93) is less costly to investors than VIVAX (0.17). LVAEX is a more actively managed with annual turnover of: 26.00 vs. VIVAX (9.00). LVAEX has a lower initial minimum investment than VIVAX: LVAEX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 5.12 vs. LVAEX (-2.86). VIVAX return over 5 years is better than : 72.17 vs. LVAEX (35.52).
| LVAEX | VIVAX | LVAEX / VIVAX | |
| Total Expense Ratio | 0.93 | 0.17 | 547% |
| Annual Report Gross Expense Ratio | 0.93 | 0.17 | 547% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | -2.721 | -0.958 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 184B | 1% |
| Annual Yield % from dividends | 1.82 | 2.22 | 82% |
| Returns for 1 year | -2.86 | 5.12 | -56% |
| Returns for 3 years | -3.21 | 20.66 | -16% |
| Returns for 5 years | 35.52 | 72.17 | 49% |
| Returns for 10 years | 25.01 | 96.24 | 26% |
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