Interact to see
Advertisement
Advertisement
LVAEX vs VMVIX
LVAEX vs VMVIX Comparison
Open Charts LVAEX vs VMVIX
LSV Value Equity Investor
Price$29.92
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets1.14B
Vanguard Mid-Cap Value Index Investor
Price$69.37
Change-$0.47 (-0.67%)
VolumeN/A
Net Assets31.8B
LVAEX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVAEX vs. VMVIX commentary
Dec 02, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. LVAEX (1.14B). VMVIX pays higher dividends than LVAEX: VMVIX (2.02) vs LVAEX (1.54). LVAEX was incepted earlier than VMVIX: LVAEX (11 years) vs VMVIX (19 years). LVAEX (0.92) is less costly to investors than VMVIX (0.19). LVAEX is a more actively managed with annual turnover of: 26.00 vs. VMVIX (19.00). LVAEX has a lower initial minimum investment than VMVIX: LVAEX (1000) vs VMVIX (3000). LVAEX annual gain was more profitable for investors over the last year : 1.00 vs. VMVIX (0.88). VMVIX return over 5 years is better than : 52.86 vs. LVAEX (26.64).
| LVAEX | VMVIX | LVAEX / VMVIX | |
| Total Expense Ratio | 0.92 | 0.19 | 484% |
| Annual Report Gross Expense Ratio | 0.92 | 0.19 | 484% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 15.140 | 9.763 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 31.8B | 4% |
| Annual Yield % from dividends | 1.54 | 2.02 | 76% |
| Returns for 1 year | 1.00 | 0.88 | 114% |
| Returns for 3 years | 11.71 | 25.35 | 46% |
| Returns for 5 years | 26.64 | 52.86 | 50% |
| Returns for 10 years | 52.45 | 103.30 | 51% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JPIE | 46.24 | -0.01 | -0.02% |
| JPMorgan Income ETF | |||
| VTEL | 103.74 | -0.36 | -0.35% |
| Vanguard Long-Term Tx-Exm Bd ETF | |||
| BGY | 5.74 | -0.03 | -0.43% |
| BlackRock Enhanced International Dividend Trust | |||
| CHGX | 27.11 | -0.12 | -0.44% |
| EA SERIES TRUST STANCE SUSTAINABLE BETA ETF | |||
| NRSH | 23.41 | -0.23 | -0.98% |
| Aztlan NA Nearshoring Stk Sel ETF | |||