Interact to see
Advertisement
Advertisement
LVOFX vs VEXMX
LVOFX vs VEXMX Comparison
Open Charts LVOFX vs VEXMX
LVOFX vs VEXMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOFX vs. VEXMX commentary
Jun 12, 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 VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 93.7B vs. LVOFX (1.11B). VEXMX pays higher dividends than LVOFX: VEXMX (0.90) vs LVOFX (0.32). LVOFX was incepted earlier than VEXMX: LVOFX (19 years) vs VEXMX (39 years). LVOFX (1.01) is less costly to investors than VEXMX (0.19). LVOFX is a more actively managed with annual turnover of: 36.00 vs. VEXMX (12.00). LVOFX has a lower initial minimum investment than VEXMX: LVOFX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 22.33 vs. LVOFX (10.63). VEXMX return over 5 years is better than : 24.22 vs. LVOFX (-11.54).
| LVOFX | VEXMX | LVOFX / VEXMX | |
| Total Expense Ratio | 1.01 | 0.19 | 532% |
| Annual Report Gross Expense Ratio | 1.01 | 0.19 | 532% |
| Fund Existence | 19 years | 39 years | - |
| Gain YTD | 9.237 | 10.297 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 93.7B | 1% |
| Annual Yield % from dividends | 0.32 | 0.90 | 36% |
| Returns for 1 year | 10.63 | 22.33 | 48% |
| Returns for 3 years | 21.33 | 59.03 | 36% |
| Returns for 5 years | -11.54 | 24.22 | -48% |
| Returns for 10 years | 9.97 | 179.43 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers