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LVAMX vs VIVAX
LVAMX vs VIVAX Comparison
Open Charts LVAMX vs VIVAX
LSV US Managed Volatility Investor
Price$11.47
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets24.36M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
LVAMX vs VIVAX Comparison Chart in %
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LVAMX vs. VIVAX commentary
Sep 08, 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 LVAMX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. LVAMX (24.4M). LVAMX pays higher dividends than VIVAX: LVAMX (2.62) vs VIVAX (1.99). LVAMX was incepted earlier than VIVAX: LVAMX (11 years) vs VIVAX (33 years). LVAMX (1.03) is less costly to investors than VIVAX (0.17). LVAMX is a more actively managed with annual turnover of: 18.00 vs. VIVAX (9.00). LVAMX has a lower initial minimum investment than VIVAX: LVAMX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.74 vs. LVAMX (1.07). VIVAX return over 5 years is better than : 70.18 vs. LVAMX (14.08).
| LVAMX | VIVAX | LVAMX / VIVAX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 1.03 | 0.17 | 606% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 12.414 | 7.845 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4M | 203B | 0% |
| Annual Yield % from dividends | 2.62 | 1.99 | 132% |
| Returns for 1 year | 1.07 | 7.74 | 14% |
| Returns for 3 years | 1.87 | 36.63 | 5% |
| Returns for 5 years | 14.08 | 70.18 | 20% |
| Returns for 10 years | 36.66 | 131.64 | 28% |
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