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LVOAX vs VEXMX
LVOAX vs VEXMX Comparison
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LVOAX vs VEXMX Comparison Chart in %
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LVOAX vs. VEXMX commentary
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 97.7B vs. LVOAX (1.14B). VEXMX pays higher dividends than LVOAX: VEXMX (0.87) 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 : 23.48 vs. LVOAX (10.15). VEXMX return over 5 years is better than : 33.85 vs. LVOAX (-7.14).
| 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 | 13.520 | 15.569 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 97.7B | 1% |
| Annual Yield % from dividends | 0.20 | 0.87 | 23% |
| Returns for 1 year | 10.15 | 23.48 | 43% |
| Returns for 3 years | 19.25 | 58.99 | 33% |
| Returns for 5 years | -7.14 | 33.85 | -21% |
| Returns for 10 years | 6.69 | 181.17 | 4% |
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