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LVAEX vs VVIAX
LVAEX vs VVIAX Comparison
Open Charts LVAEX vs VVIAX
LSV Value Equity Investor
Price$28.11
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.22
Change-$0.14 (-0.21%)
VolumeN/A
CapitalizationN/A
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LVAEX vs VVIAX Comparison Chart
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LVAEX vs. VVIAX commentary
Sep 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. LVAEX (1.57B). VVIAX pays higher dividends than LVAEX: VVIAX (2.36) vs LVAEX (1.78). LVAEX was incepted earlier than VVIAX: LVAEX (10 years) vs VVIAX (24 years). LVAEX (10.00) and VVIAX (10.00) have comparable annual turnover. LVAEX has a lower initial minimum investment than VVIAX: LVAEX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 20.33 vs. LVAEX (15.13). VVIAX return over 5 years is better than : 54.31 vs. LVAEX (18.19).
| LVAEX | VVIAX | LVAEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 13.073 | 15.600 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 183B | 1% |
| Annual Yield % from dividends | 1.78 | 2.36 | 76% |
| Returns for 1 year | 15.13 | 20.33 | 74% |
| Returns for 3 years | -3.54 | 25.26 | -14% |
| Returns for 5 years | 18.19 | 54.31 | 33% |
| Returns for 10 years | 41.69 | 109.64 | 38% |