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LMVFX vs VIVAX
LMVFX vs VIVAX Comparison
Open Charts LMVFX vs VIVAX
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
LMVFX vs VIVAX Comparison Chart in %
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LMVFX vs. VIVAX commentary
Sep 08, 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.
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 (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 : 7.74 vs. LMVFX (3.49). VIVAX return over 5 years is better than : 70.18 vs. LMVFX (39.37).
| 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 | 6.043 | 7.845 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 203B | 2% |
| Annual Yield % from dividends | 0.37 | 1.99 | 19% |
| Returns for 1 year | 3.49 | 7.74 | 45% |
| Returns for 3 years | 21.27 | 36.63 | 58% |
| Returns for 5 years | 39.37 | 70.18 | 56% |
| Returns for 10 years | 84.39 | 131.64 | 64% |
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