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LYRBX vs VMVAX
LYRBX vs VMVAX Comparison
Open Charts LYRBX vs VMVAX
Lyrical US Value Equity Investor
Price$26.65
Change-$0.65 (-2.38%)
VolumeN/A
Net Assets1.12B
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
LYRBX vs VMVAX Comparison Chart
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LYRBX vs. VMVAX commentary
Feb 24, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B 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). VMVAX (12.44) and LYRBX (12.40) have marching annual gain over last year. LYRBX return over 5 years is better than : 63.09 vs. VMVAX (38.46).
| 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 | 4.020 | 1.921 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 30.9B | 4% |
| Annual Yield % from dividends | 0.20 | 2.14 | 9% |
| Returns for 1 year | 12.40 | 12.44 | 100% |
| Returns for 3 years | 23.96 | 15.34 | 156% |
| Returns for 5 years | 63.09 | 38.46 | 164% |
| Returns for 10 years | 63.42 | 81.26 | 78% |
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