Ad is loading...
LYRBX vs VMVAX
LYRBX vs VMVAX Comparison
Open Charts LYRBX vs VMVAX
Lyrical US Value Equity Investor
Price$27.18
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets1.12B
Vanguard Mid-Cap Value Index Admiral
Price$86.33
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets30.1B
LYRBX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LYRBX vs. VMVAX commentary
Jan 25, 2025
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 LYRBX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. LYRBX (1.12B). VMVAX pays higher dividends than LYRBX: VMVAX (2.14) vs LYRBX (0.20). LYRBX was incepted earlier than VMVAX: LYRBX (11 years) vs VMVAX (13 years). LYRBX (23.00) and VMVAX (22.00) have comparable annual turnover. LYRBX has a lower initial minimum investment than VMVAX: LYRBX (2500) vs VMVAX (3000). LYRBX annual gain was more profitable for investors over the last year : 19.68 vs. VMVAX (17.84). LYRBX return over 5 years is better than : 67.15 vs. VMVAX (40.26).
| LYRBX | VMVAX | LYRBX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 6.089 | 3.031 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 30.1B | 4% |
| Annual Yield % from dividends | 0.20 | 2.14 | 9% |
| Returns for 1 year | 19.68 | 17.84 | 110% |
| Returns for 3 years | 26.66 | 15.92 | 167% |
| Returns for 5 years | 67.15 | 40.26 | 167% |
| Returns for 10 years | 74.65 | 90.04 | 83% |
View a ticker or compare two or three
VS
VS
Ad is loading...