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LVAEX vs VIVIX
LVAEX vs VIVIX Comparison
Open Charts LVAEX vs VIVIX
LSV Value Equity Investor
Price$26.95
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets1.37B
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
LVAEX vs VIVIX Comparison Chart
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LVAEX vs. VIVIX commentary
Jan 19, 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: 184B 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 (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 : 18.21 vs. LVAEX (12.44). VIVIX return over 5 years is better than : 44.19 vs. LVAEX (8.36).
| 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 | 3.296 | 3.211 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 184B | 1% |
| Annual Yield % from dividends | 1.78 | 2.37 | 75% |
| Returns for 1 year | 12.44 | 18.21 | 68% |
| Returns for 3 years | -4.17 | 18.46 | -23% |
| Returns for 5 years | 8.36 | 44.19 | 19% |
| Returns for 10 years | 40.13 | 111.13 | 36% |