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LVAVX vs VVIAX
LVAVX vs VVIAX Comparison
Open Charts LVAVX vs VVIAX
LSV Conservative Value Equity Investor
Price$13.61
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets127.25M
Vanguard Value Index Adm
Price$67.51
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets188.77B
LVAVX vs VVIAX Comparison Chart in %
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LVAVX vs. VVIAX commentary
Jun 20, 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: 189B vs. LVAVX (127M). VVIAX pays higher dividends than LVAVX: VVIAX (2.28) vs LVAVX (1.85). 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 : 6.93 vs. LVAVX (-1.75). VVIAX return over 5 years is better than : 70.82 vs. LVAVX (59.36).
| 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 | 2.254 | 2.254 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 189B | 0% |
| Annual Yield % from dividends | 1.85 | 2.28 | 81% |
| Returns for 1 year | -1.75 | 6.93 | -25% |
| Returns for 3 years | 21.54 | 35.45 | 61% |
| Returns for 5 years | 59.36 | 70.82 | 84% |
| Returns for 10 years | 51.86 | 103.30 | 50% |
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