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LVAVX vs VVIAX
LVAVX vs VVIAX Comparison
Open Charts LVAVX vs VVIAX
LSV Conservative Value Equity Investor
Price$13.78
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets133.62M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
LVAVX vs VVIAX Comparison Chart
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LVAVX vs. VVIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LVAVX (134M). VVIAX pays higher dividends than LVAVX: VVIAX (2.36) vs LVAVX (2.08). LVAVX was incepted earlier than VVIAX: LVAVX (11 years) vs VVIAX (24 years). LVAVX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). 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 : 18.18 vs. LVAVX (8.95). VVIAX return over 5 years is better than : 44.18 vs. LVAVX (29.90).
| LVAVX | VVIAX | LVAVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 3.531 | 3.195 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 184B | 0% |
| Annual Yield % from dividends | 2.08 | 2.36 | 88% |
| Returns for 1 year | 8.95 | 18.18 | 49% |
| Returns for 3 years | 4.48 | 18.46 | 24% |
| Returns for 5 years | 29.90 | 44.18 | 68% |
| Returns for 10 years | 60.04 | 111.13 | 54% |
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