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LVAMX vs VIVAX
LVAMX vs VIVAX Comparison
Open Charts LVAMX vs VIVAX
LSV US Managed Volatility Investor
Price$11.64
Change-$0.11 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.31
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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LVAMX vs VIVAX Comparison Chart
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LVAMX vs. VIVAX commentary
Sep 08, 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 LVAMX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. LVAMX (35.5M). VIVAX pays higher dividends than LVAMX: VIVAX (2.25) vs LVAMX (2.01). LVAMX was incepted earlier than VIVAX: LVAMX (10 years) vs VIVAX (32 years). LVAMX is a more actively managed with annual turnover of: 21.00 vs. VIVAX (10.00). 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 : 19.29 vs. LVAMX (2.92). VIVAX return over 5 years is better than : 53.52 vs. LVAMX (-0.71).
| LVAMX | VIVAX | LVAMX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 13.527 | 13.482 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.5M | 183B | 0% |
| Annual Yield % from dividends | 2.01 | 2.25 | 89% |
| Returns for 1 year | 2.92 | 19.29 | 15% |
| Returns for 3 years | -9.24 | 19.67 | -47% |
| Returns for 5 years | -0.71 | 53.52 | -1% |
| Returns for 10 years | 36.54 | 107.49 | 34% |