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LVAVX vs VIVAX
LVAVX vs VIVAX Comparison
Open Charts LVAVX vs VIVAX
LSV Conservative Value Equity Investor
Price$14.81
Change+$0.13 (+0.89%)
VolumeN/A
Net Assets133.52M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
LVAVX vs VIVAX Comparison Chart in %
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LVAVX vs. VIVAX commentary
Sep 07, 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 LVAVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. LVAVX (134M). VIVAX pays higher dividends than LVAVX: VIVAX (1.99) vs LVAVX (1.71). LVAVX was incepted earlier than VIVAX: LVAVX (11 years) vs VIVAX (33 years). LVAVX (0.81) is less costly to investors than VIVAX (0.17). LVAVX (9.00) and VIVAX (9.00) have comparable annual turnover. LVAVX has a lower initial minimum investment than VIVAX: LVAVX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.74 vs. LVAVX (1.12). VIVAX return over 5 years is better than : 70.18 vs. LVAVX (64.90).
| LVAVX | VIVAX | LVAVX / VIVAX | |
| Total Expense Ratio | 0.60 | 0.17 | 353% |
| Annual Report Gross Expense Ratio | 0.81 | 0.17 | 476% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 11.270 | 7.845 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 203B | 0% |
| Annual Yield % from dividends | 1.71 | 1.99 | 86% |
| Returns for 1 year | 1.12 | 7.74 | 14% |
| Returns for 3 years | 26.96 | 36.63 | 74% |
| Returns for 5 years | 64.90 | 70.18 | 92% |
| Returns for 10 years | 79.50 | 131.64 | 60% |