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LMVFX vs VIVAX
LMVFX vs VIVAX Comparison
Open Charts LMVFX vs VIVAX
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
LMVFX vs VIVAX Comparison Chart in %
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LMVFX vs. VIVAX commentary
Dec 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 LMVFX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. LMVFX (3.92B). VIVAX pays higher dividends than LMVFX: VIVAX (1.93) vs LMVFX (0.36). 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 : 4.76 vs. LMVFX (-5.78). VIVAX return over 5 years is better than : 61.14 vs. LMVFX (22.63).
| LMVFX | VIVAX | LMVFX / VIVAX | |
| Total Expense Ratio | 1.14 | 0.17 | 671% |
| Annual Report Gross Expense Ratio | 1.17 | 0.17 | 688% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 8.696 | 11.753 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 208B | 2% |
| Annual Yield % from dividends | 0.36 | 1.93 | 19% |
| Returns for 1 year | -5.78 | 4.76 | -121% |
| Returns for 3 years | 14.26 | 29.79 | 48% |
| Returns for 5 years | 22.63 | 61.14 | 37% |
| Returns for 10 years | 81.56 | 127.21 | 64% |
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