LVOSX
Price
$19.59
Change
+$0.25 (+1.29%)
Updated
Sep 11 closing price
Net Assets
1.07B
VEXMX
Price
$180.51
Change
+$1.33 (+0.74%)
Updated
Sep 11 closing price
Net Assets
95.33B
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LVOSX vs VEXMX

LVOSX vs VEXMX Comparison Chart in %
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LVOSX 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 LVOSX is a Buy and VEXMX is a Buy.

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FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 95.3B vs. LVOSX (1.07B). VEXMX pays higher dividends than LVOSX: VEXMX (0.88) vs LVOSX (0.21). LVOSX was incepted earlier than VEXMX: LVOSX (11 years) vs VEXMX (39 years). LVOSX (1.16) is less costly to investors than VEXMX (0.19). LVOSX is a more actively managed with annual turnover of: 36.00 vs. VEXMX (12.00). LVOSX has a lower initial minimum investment than VEXMX: LVOSX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 12.24 vs. LVOSX (1.02). VEXMX return over 5 years is better than : 27.72 vs. LVOSX (-13.99).
LVOSXVEXMXLVOSX / VEXMX
Total Expense Ratio1.160.19611%
Annual Report Gross Expense Ratio1.160.19611%
Fund Existence11 years39 years-
Gain YTD8.22613.02063%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.07B95.3B1%
Annual Yield % from dividends0.210.8824%
Returns for 1 year1.0212.248%
Returns for 3 years16.8759.5928%
Returns for 5 years-13.9927.72-50%
Returns for 10 years2.80174.842%
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