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LVOSX vs VEXAX
LVOSX vs VEXAX Comparison
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LVOSX vs VEXAX Comparison Chart in %
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LVOSX vs. VEXAX 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 LVOSX is a Hold and VEXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 97.7B vs. LVOSX (1.14B). VEXAX pays higher dividends than LVOSX: VEXAX (0.99) vs LVOSX (0.20). LVOSX was incepted earlier than VEXAX: LVOSX (11 years) vs VEXAX (26 years). LVOSX (1.16) is less costly to investors than VEXAX (0.05). LVOSX is a more actively managed with annual turnover of: 36.00 vs. VEXAX (12.00). LVOSX has a lower initial minimum investment than VEXAX: LVOSX (0) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 23.52 vs. LVOSX (10.12). VEXAX return over 5 years is better than : 34.01 vs. LVOSX (-7.22).
| LVOSX | VEXAX | LVOSX / VEXAX | |
| Total Expense Ratio | 1.16 | 0.05 | 2,320% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 13.486 | 15.587 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 97.7B | 1% |
| Annual Yield % from dividends | 0.20 | 0.99 | 21% |
| Returns for 1 year | 10.12 | 23.52 | 43% |
| Returns for 3 years | 19.17 | 59.16 | 32% |
| Returns for 5 years | -7.22 | 34.01 | -21% |
| Returns for 10 years | 6.56 | 182.06 | 4% |
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