LMVFX
Price
$125.78
Change
+$1.12 (+0.90%)
Updated
Sep 26 closing price
Net Assets
3.9B
VIVAX
Price
$72.78
Change
+$0.60 (+0.83%)
Updated
Sep 26 closing price
Net Assets
202.84B
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LMVFX vs VIVAX

Header iconLMVFX vs VIVAX Comparison
Open Charts LMVFX vs VIVAXBanner chart's image
ClearBridge Value FI
Price$125.78
Change+$1.12 (+0.90%)
VolumeN/A
Net Assets3.9B
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
LMVFX vs VIVAX Comparison Chart in %
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LMVFX vs. VIVAX commentary
Sep 29, 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 Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. LMVFX (3.9B). VIVAX pays higher dividends than LMVFX: VIVAX (1.99) 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 : 7.64 vs. LMVFX (-1.14). VIVAX return over 5 years is better than : 81.78 vs. LMVFX (48.43).
LMVFXVIVAXLMVFX / VIVAX
Total Expense Ratio1.140.17671%
Annual Report Gross Expense Ratio1.170.17688%
Fund Existence25 years33 years-
Gain YTD6.61110.22265%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.9B203B2%
Annual Yield % from dividends0.371.9919%
Returns for 1 year-1.147.64-15%
Returns for 3 years32.3750.2264%
Returns for 5 years48.4381.7859%
Returns for 10 years98.50147.6867%
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