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LYRBX vs VMVIX
LYRBX vs VMVIX Comparison
Open Charts LYRBX vs VMVIX
Lyrical US Value Equity Investor
Price$24.43
Change-$1.53 (-5.89%)
VolumeN/A
Net Assets1.1B
Vanguard Mid-Cap Value Index Investor
Price$60.96
Change-$2.85 (-4.47%)
VolumeN/A
Net Assets30.85B
LYRBX vs VMVIX Comparison Chart
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LYRBX vs. VMVIX commentary
Apr 04, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. LYRBX (1.1B). VMVIX pays higher dividends than LYRBX: VMVIX (2.20) vs LYRBX (0.00). LYRBX was incepted earlier than VMVIX: LYRBX (11 years) vs VMVIX (19 years). LYRBX (1.71) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 22.00 vs. LYRBX (13.00). LYRBX has a lower initial minimum investment than VMVIX: LYRBX (2500) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 5.62 vs. LYRBX (3.26). LYRBX return over 5 years is better than : 182.92 vs. VMVIX (116.35).
| LYRBX | VMVIX | LYRBX / VMVIX | |
| Total Expense Ratio | 1.24 | 0.19 | 653% |
| Annual Report Gross Expense Ratio | 1.71 | 0.19 | 900% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 1.327 | 0.246 | 538% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 30.8B | 4% |
| Annual Yield % from dividends | 0.00 | 2.20 | - |
| Returns for 1 year | 3.26 | 5.62 | 58% |
| Returns for 3 years | 19.64 | 8.94 | 220% |
| Returns for 5 years | 182.92 | 116.35 | 157% |
| Returns for 10 years | 59.76 | 78.45 | 76% |
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