Interact to see
Advertisement
Advertisement
LVOSX vs VEXMX
LVOSX vs VEXMX Comparison
Open Charts LVOSX vs VEXMX
LVOSX vs VEXMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOSX vs. VEXMX commentary
Jun 24, 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 VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 93.7B vs. LVOSX (1.15B). VEXMX pays higher dividends than LVOSX: VEXMX (0.90) 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 : 29.46 vs. LVOSX (15.38). VEXMX return over 5 years is better than : 30.26 vs. LVOSX (-7.74).
| LVOSX | VEXMX | LVOSX / VEXMX | |
| Total Expense Ratio | 1.16 | 0.19 | 611% |
| Annual Report Gross Expense Ratio | 1.16 | 0.19 | 611% |
| Fund Existence | 11 years | 39 years | - |
| Gain YTD | 13.374 | 15.397 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 93.7B | 1% |
| Annual Yield % from dividends | 0.21 | 0.90 | 24% |
| Returns for 1 year | 15.38 | 29.46 | 52% |
| Returns for 3 years | 26.54 | 69.33 | 38% |
| Returns for 5 years | -7.74 | 30.26 | -26% |
| Returns for 10 years | 12.62 | 198.69 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement