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LVAEX vs VIVIX
LVAEX vs VIVIX Comparison
Open Charts LVAEX vs VIVIX
LSV Value Equity Investor
Price$26.94
Change-$0.37 (-1.35%)
VolumeN/A
Net Assets1.34B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
LVAEX vs VIVIX Comparison Chart
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LVAEX vs. VIVIX commentary
Feb 23, 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 StrongBuy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. LVAEX (1.34B). VIVIX pays higher dividends than LVAEX: VIVIX (2.37) vs LVAEX (1.78). LVAEX was incepted earlier than VIVIX: LVAEX (11 years) vs VIVIX (27 years). LVAEX (10.00) and VIVIX (10.00) have comparable annual turnover. LVAEX has a lower initial minimum investment than VIVIX: LVAEX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 13.44 vs. LVAEX (7.77). VIVIX return over 5 years is better than : 47.20 vs. LVAEX (11.57).
| LVAEX | VIVIX | LVAEX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 3.258 | 4.165 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 193B | 1% |
| Annual Yield % from dividends | 1.78 | 2.37 | 75% |
| Returns for 1 year | 7.77 | 13.44 | 58% |
| Returns for 3 years | 0.78 | 23.92 | 3% |
| Returns for 5 years | 11.57 | 47.20 | 25% |
| Returns for 10 years | 32.43 | 105.52 | 31% |
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