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LVAEX vs VIVIX
LVAEX vs VIVIX Comparison
Open Charts LVAEX vs VIVIX
LSV Value Equity Investor
Price$27.38
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.21B
Vanguard Value Index I
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
LVAEX vs VIVIX Comparison Chart in %
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LVAEX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. LVAEX (1.21B). VIVIX pays higher dividends than LVAEX: VIVIX (2.19) vs LVAEX (1.68). LVAEX was incepted earlier than VIVIX: LVAEX (11 years) vs VIVIX (27 years). LVAEX (0.93) is less costly to investors than VIVIX (0.04). LVAEX is a more actively managed with annual turnover of: 26.00 vs. VIVIX (9.00). 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 : 10.53 vs. LVAEX (5.83). VIVIX return over 5 years is better than : 67.40 vs. LVAEX (32.73).
| LVAEX | VIVIX | LVAEX / VIVIX | |
| Total Expense Ratio | 0.93 | 0.04 | 2,325% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 4.983 | 4.624 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 196B | 1% |
| Annual Yield % from dividends | 1.68 | 2.19 | 77% |
| Returns for 1 year | 5.83 | 10.53 | 55% |
| Returns for 3 years | 9.20 | 28.85 | 32% |
| Returns for 5 years | 32.73 | 67.40 | 49% |
| Returns for 10 years | 37.33 | 109.93 | 34% |
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