Ad is loading...
LVAEX vs VIVIX
LVAEX vs VIVIX Comparison
Open Charts LVAEX vs VIVIX
LSV Value Equity Investor
Price$27.97
Change-$0.77 (-2.68%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
LVAEX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LVAEX vs. VIVIX commentary
Dec 19, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LVAEX (1.38B). VIVIX pays higher dividends than LVAEX: VIVIX (2.37) vs LVAEX (1.78). LVAEX was incepted earlier than VIVIX: LVAEX (11 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 : 12.71 vs. LVAEX (11.20). VIVIX return over 5 years is better than : 40.22 vs. LVAEX (14.28).
| LVAEX | VIVIX | LVAEX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 15.607 | 13.116 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 195B | 1% |
| Annual Yield % from dividends | 1.78 | 2.37 | 75% |
| Returns for 1 year | 11.20 | 12.71 | 88% |
| Returns for 3 years | -3.96 | 17.45 | -23% |
| Returns for 5 years | 14.28 | 40.22 | 36% |
| Returns for 10 years | 42.59 | 99.72 | 43% |
View a ticker or compare two or three
VS
VS
Ad is loading...