Interact to see
Advertisement
Advertisement
LMVFX vs VIVAX
LMVFX vs VIVAX Comparison
Open Charts LMVFX vs VIVAX
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LMVFX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMVFX vs. VIVAX commentary
Jul 27, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LMVFX (3.88B). VIVAX pays higher dividends than LMVFX: VIVAX (2.06) vs LMVFX (0.38). LMVFX was incepted earlier than VIVAX: LMVFX (24 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 : 9.76 vs. LMVFX (2.53). VIVAX return over 5 years is better than : 74.87 vs. LMVFX (43.40).
| LMVFX | VIVAX | LMVFX / VIVAX | |
| Total Expense Ratio | 1.14 | 0.17 | 671% |
| Annual Report Gross Expense Ratio | 1.17 | 0.17 | 688% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 4.552 | 6.724 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 195B | 2% |
| Annual Yield % from dividends | 0.38 | 2.06 | 19% |
| Returns for 1 year | 2.53 | 9.76 | 26% |
| Returns for 3 years | 23.00 | 34.31 | 67% |
| Returns for 5 years | 43.40 | 74.87 | 58% |
| Returns for 10 years | 67.87 | 116.32 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement