Interact to see
Advertisement
Advertisement
LVOAX vs VEXMX
LVOAX vs VEXMX Comparison
Open Charts LVOAX vs VEXMX
LVOAX vs VEXMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOAX vs. VEXMX commentary
Aug 23, 2026
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 LVOAX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 93.6B vs. LVOAX (1.12B). VEXMX pays higher dividends than LVOAX: VEXMX (0.90) vs LVOAX (0.20). LVOAX was incepted earlier than VEXMX: LVOAX (21 years) vs VEXMX (39 years). LVOAX (1.16) is less costly to investors than VEXMX (0.19). LVOAX is a more actively managed with annual turnover of: 36.00 vs. VEXMX (12.00). LVOAX has a lower initial minimum investment than VEXMX: LVOAX (1500) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 23.84 vs. LVOAX (9.63). VEXMX return over 5 years is better than : 35.97 vs. LVOAX (-8.86).
| LVOAX | VEXMX | LVOAX / VEXMX | |
| Total Expense Ratio | 1.16 | 0.19 | 611% |
| Annual Report Gross Expense Ratio | 1.16 | 0.19 | 611% |
| Fund Existence | 21 years | 39 years | - |
| Gain YTD | 13.296 | 17.587 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 93.6B | 1% |
| Annual Yield % from dividends | 0.20 | 0.90 | 23% |
| Returns for 1 year | 9.63 | 23.84 | 40% |
| Returns for 3 years | 23.12 | 69.63 | 33% |
| Returns for 5 years | -8.86 | 35.97 | -25% |
| Returns for 10 years | 4.79 | 177.74 | 3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers