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LVOFX vs VEXMX
LVOFX vs VEXMX Comparison
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LVOFX vs VEXMX Comparison Chart in %
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LVOFX vs. VEXMX commentary
Sep 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 Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 95.3B vs. LVOFX (1.07B). VEXMX pays higher dividends than LVOFX: VEXMX (0.88) 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 : 12.24 vs. LVOFX (1.36). VEXMX return over 5 years is better than : 27.72 vs. LVOFX (-12.47).
| 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 | 8.324 | 13.020 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 95.3B | 1% |
| Annual Yield % from dividends | 0.32 | 0.88 | 36% |
| Returns for 1 year | 1.36 | 12.24 | 11% |
| Returns for 3 years | 17.94 | 59.59 | 30% |
| Returns for 5 years | -12.47 | 27.72 | -45% |
| Returns for 10 years | 6.22 | 174.84 | 4% |
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