Ad is loading...
Ad is loading...
LYRBX vs VMVIX
LYRBX vs VMVIX Comparison
Open Charts LYRBX vs VMVIX
Lyrical US Value Equity Investor
Price$27.50
Change+$0.41 (+1.51%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$68.13
Change+$0.91 (+1.35%)
VolumeN/A
CapitalizationN/A
LYRBX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LYRBX vs. VMVIX commentary
Nov 22, 2024
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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. LYRBX (1.13B). VMVIX pays higher dividends than LYRBX: VMVIX (2.03) vs LYRBX (0.20). LYRBX was incepted earlier than VMVIX: LYRBX (11 years) vs VMVIX (18 years). LYRBX (23.00) and VMVIX (22.00) have comparable annual turnover. LYRBX has a lower initial minimum investment than VMVIX: LYRBX (2500) vs VMVIX (3000). LYRBX annual gain was more profitable for investors over the last year : 32.57 vs. VMVIX (28.25). LYRBX return over 5 years is better than : 73.23 vs. VMVIX (50.90).
| LYRBX | VMVIX | LYRBX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 20.879 | 19.597 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 30.9B | 4% |
| Annual Yield % from dividends | 0.20 | 2.03 | 10% |
| Returns for 1 year | 32.57 | 28.25 | 115% |
| Returns for 3 years | 22.74 | 16.93 | 134% |
| Returns for 5 years | 73.23 | 50.90 | 144% |
| Returns for 10 years | 70.68 | 98.08 | 72% |
View a ticker or compare two or three
VS
VS
Ad is loading...