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LVAEX vs VIVAX
LVAEX vs VIVAX Comparison
Open Charts LVAEX vs VIVAX
LSV Value Equity Investor
Price$27.38
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.21B
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
LVAEX vs VIVAX Comparison Chart in %
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LVAEX vs. VIVAX commentary
Aug 08, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. LVAEX (1.21B). VIVAX pays higher dividends than LVAEX: VIVAX (2.06) vs LVAEX (1.68). 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 : 10.52 vs. LVAEX (5.83). VIVAX return over 5 years is better than : 67.38 vs. LVAEX (32.73).
| 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 | 4.983 | 4.604 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 196B | 1% |
| Annual Yield % from dividends | 1.68 | 2.06 | 82% |
| Returns for 1 year | 5.83 | 10.52 | 55% |
| Returns for 3 years | 9.20 | 28.85 | 32% |
| Returns for 5 years | 32.73 | 67.38 | 49% |
| Returns for 10 years | 37.33 | 109.96 | 34% |
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