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LVAVX vs VVIAX
LVAVX vs VVIAX Comparison
Open Charts LVAVX vs VVIAX
LSV Conservative Value Equity Investor
Price$13.35
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets125.79M
Vanguard Value Index Adm
Price$65.92
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets183.65B
LVAVX vs VVIAX Comparison Chart
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LVAVX vs. VVIAX commentary
May 24, 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: 184B vs. LVAVX (126M). VVIAX pays higher dividends than LVAVX: VVIAX (2.34) vs LVAVX (1.90). 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 : 5.52 vs. LVAVX (-3.75). VVIAX return over 5 years is better than : 74.27 vs. LVAVX (65.49).
| 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 | 0.601 | -0.154 | -390% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 184B | 0% |
| Annual Yield % from dividends | 1.90 | 2.34 | 81% |
| Returns for 1 year | -3.75 | 5.52 | -68% |
| Returns for 3 years | 9.35 | 20.90 | 45% |
| Returns for 5 years | 65.49 | 74.27 | 88% |
| Returns for 10 years | 50.34 | 98.21 | 51% |
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