LMVFX
Price
$127.07
Change
+$0.39 (+0.31%)
Updated
Oct 17 closing price
Net Assets
3.92B
VIVAX
Price
$72.44
Change
+$0.36 (+0.50%)
Updated
Oct 17 closing price
Net Assets
207.8B
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LMVFX vs VIVAX

Header iconLMVFX vs VIVAX Comparison
Open Charts LMVFX vs VIVAXBanner chart's image
ClearBridge Value FI
Price$127.07
Change+$0.39 (+0.31%)
VolumeN/A
Net Assets3.92B
Vanguard Value Index I
Price$72.44
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
LMVFX vs VIVAX Comparison Chart in %
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LMVFX vs. VIVAX commentary
Oct 19, 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 LMVFX is a Hold and VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. LMVFX (3.92B). VIVAX pays higher dividends than LMVFX: VIVAX (1.97) vs LMVFX (0.37). LMVFX was incepted earlier than VIVAX: LMVFX (25 years) vs VIVAX (33 years). LMVFX (1.17) is less costly to investors than VIVAX (0.17). LMVFX is a more actively managed with annual turnover of: 54.00 vs. VIVAX (9.00). LMVFX has a lower initial minimum investment than VIVAX: LMVFX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.63 vs. LMVFX (-2.75). VIVAX return over 5 years is better than : 71.78 vs. LMVFX (40.70).
LMVFXVIVAXLMVFX / VIVAX
Total Expense Ratio1.140.17671%
Annual Report Gross Expense Ratio1.170.17688%
Fund Existence25 years33 years-
Gain YTD7.7059.73879%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.92B208B2%
Annual Yield % from dividends0.371.9719%
Returns for 1 year-2.754.63-59%
Returns for 3 years25.8242.9960%
Returns for 5 years40.7071.7857%
Returns for 10 years83.74129.4565%
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