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LVOFX vs VEXAX
LVOFX vs VEXAX Comparison
Open Charts LVOFX vs VEXAX
LVOFX vs VEXAX Comparison Chart in %
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LVOFX vs. VEXAX commentary
Sep 10, 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 LVOFX is a StrongBuy and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 95.3B vs. LVOFX (1.09B). VEXAX pays higher dividends than LVOFX: VEXAX (1.01) vs LVOFX (0.32). LVOFX was incepted earlier than VEXAX: LVOFX (19 years) vs VEXAX (26 years). LVOFX (1.01) is less costly to investors than VEXAX (0.05). LVOFX is a more actively managed with annual turnover of: 36.00 vs. VEXAX (12.00). LVOFX has a lower initial minimum investment than VEXAX: LVOFX (0) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 16.40 vs. LVOFX (5.57). VEXAX return over 5 years is better than : 30.70 vs. LVOFX (-10.43).
| LVOFX | VEXAX | LVOFX / VEXAX | |
| Total Expense Ratio | 1.01 | 0.05 | 2,020% |
| Annual Report Gross Expense Ratio | 1.01 | 0.05 | 2,020% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 10.849 | 15.561 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 95.3B | 1% |
| Annual Yield % from dividends | 0.32 | 1.01 | 31% |
| Returns for 1 year | 5.57 | 16.40 | 34% |
| Returns for 3 years | 20.54 | 63.70 | 32% |
| Returns for 5 years | -10.43 | 30.70 | -34% |
| Returns for 10 years | 8.03 | 179.71 | 4% |
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