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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
Sep 13, 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 Buy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 95.3B vs. LVOAX (1.07B). VEXMX pays higher dividends than LVOAX: VEXMX (0.88) vs LVOAX (0.21). 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 : 12.24 vs. LVOAX (1.01). VEXMX return over 5 years is better than : 27.72 vs. LVOAX (-13.94).
| 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 | 8.268 | 13.020 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 95.3B | 1% |
| Annual Yield % from dividends | 0.21 | 0.88 | 23% |
| Returns for 1 year | 1.01 | 12.24 | 8% |
| Returns for 3 years | 16.95 | 59.59 | 28% |
| Returns for 5 years | -13.94 | 27.72 | -50% |
| Returns for 10 years | 2.93 | 174.84 | 2% |
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