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LYRBX vs VMVIX
LYRBX vs VMVIX Comparison
Open Charts LYRBX vs VMVIX
Lyrical US Value Equity Investor
Price$25.73
Change+$0.33 (+1.30%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$64.27
Change+$0.92 (+1.45%)
VolumeN/A
CapitalizationN/A
LYRBX vs VMVIX Comparison Chart
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LYRBX vs. VMVIX commentary
Dec 23, 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 Sell and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. LYRBX (1.09B). 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). VMVIX (13.90) and LYRBX (13.55) have marching annual gain over last year. LYRBX return over 5 years is better than : 59.40 vs. VMVIX (37.73).
| 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 | 13.099 | 12.821 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 32.8B | 3% |
| Annual Yield % from dividends | 0.20 | 2.03 | 10% |
| Returns for 1 year | 13.55 | 13.90 | 98% |
| Returns for 3 years | 16.97 | 12.18 | 139% |
| Returns for 5 years | 59.40 | 37.73 | 157% |
| Returns for 10 years | 60.48 | 84.28 | 72% |