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LVAEX vs VIVIX
LVAEX vs VIVIX Comparison
Open Charts LVAEX vs VIVIX
LSV Value Equity Investor
Price$29.33
Change-$0.18 (-0.61%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.70
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
LVAEX vs VIVIX Comparison Chart
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LVAEX vs. VIVIX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LVAEX (1.42B). VIVIX pays higher dividends than LVAEX: VIVIX (2.37) vs LVAEX (1.78). LVAEX was incepted earlier than VIVIX: LVAEX (10 years) vs VIVIX (26 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 : 25.54 vs. LVAEX (23.04). VIVIX return over 5 years is better than : 50.79 vs. LVAEX (16.13).
| LVAEX | VIVIX | LVAEX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 17.981 | 17.922 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 184B | 1% |
| Annual Yield % from dividends | 1.78 | 2.37 | 75% |
| Returns for 1 year | 23.04 | 25.54 | 90% |
| Returns for 3 years | -4.95 | 21.57 | -23% |
| Returns for 5 years | 16.13 | 50.79 | 32% |
| Returns for 10 years | 47.16 | 110.50 | 43% |