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LVAVX vs VVIAX
LVAVX vs VVIAX Comparison
Open Charts LVAVX vs VVIAX
LSV Conservative Value Equity Investor
Price$14.25
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets131.21M
Vanguard Value Index Adm
Price$69.99
Change+$0.43 (+0.62%)
VolumeN/A
Net Assets195.18B
LVAVX vs VVIAX Comparison Chart in %
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LVAVX vs. VVIAX commentary
Jul 11, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. LVAVX (131M). VVIAX pays higher dividends than LVAVX: VVIAX (2.18) vs LVAVX (1.79). LVAVX was incepted earlier than VVIAX: LVAVX (11 years) vs VVIAX (25 years). LVAVX (0.81) is less costly to investors than VVIAX (0.05). LVAVX (9.00) and VVIAX (9.00) have comparable annual turnover. LVAVX has a lower initial minimum investment than VVIAX: LVAVX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 10.11 vs. LVAVX (1.29). VVIAX return over 5 years is better than : 78.43 vs. LVAVX (69.00).
| LVAVX | VVIAX | LVAVX / VVIAX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.81 | 0.05 | 1,620% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 6.386 | 5.380 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 195B | 0% |
| Annual Yield % from dividends | 1.79 | 2.18 | 82% |
| Returns for 1 year | 1.29 | 10.11 | 13% |
| Returns for 3 years | 22.67 | 35.01 | 65% |
| Returns for 5 years | 69.00 | 78.43 | 88% |
| Returns for 10 years | 59.56 | 111.10 | 54% |
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