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LVOTX vs VEXMX
LVOTX vs VEXMX Comparison
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LVOTX vs VEXMX Comparison Chart in %
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LVOTX 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 LVOTX is a Buy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 95.3B vs. LVOTX (1.07B). VEXMX pays higher dividends than LVOTX: VEXMX (0.88) vs LVOTX (0.41). LVOTX was incepted earlier than VEXMX: LVOTX (11 years) vs VEXMX (39 years). LVOTX (0.91) is less costly to investors than VEXMX (0.19). LVOTX is a more actively managed with annual turnover of: 36.00 vs. VEXMX (12.00). LVOTX has a lower initial minimum investment than VEXMX: LVOTX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 12.24 vs. LVOTX (1.68). VEXMX return over 5 years is better than : 27.72 vs. LVOTX (-11.33).
| LVOTX | VEXMX | LVOTX / VEXMX | |
| Total Expense Ratio | 0.91 | 0.19 | 479% |
| Annual Report Gross Expense Ratio | 0.91 | 0.19 | 479% |
| Fund Existence | 11 years | 39 years | - |
| Gain YTD | 8.424 | 13.020 | 65% |
| 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 | 0.41 | 0.88 | 46% |
| Returns for 1 year | 1.68 | 12.24 | 14% |
| Returns for 3 years | 18.79 | 59.59 | 32% |
| Returns for 5 years | -11.33 | 27.72 | -41% |
| Returns for 10 years | 8.61 | 174.84 | 5% |
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