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LMVFX vs VIVAX
LMVFX vs VIVAX Comparison
Open Charts LMVFX vs VIVAX
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LMVFX vs VIVAX Comparison Chart
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LMVFX vs. VIVAX commentary
Jun 16, 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: 189B vs. LMVFX (3.75B). VIVAX pays higher dividends than LMVFX: VIVAX (2.16) vs LMVFX (0.40). 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 : 8.01 vs. LMVFX (-1.96). VIVAX return over 5 years is better than : 72.56 vs. LMVFX (42.40).
| 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 | 0.051 | 2.419 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 189B | 2% |
| Annual Yield % from dividends | 0.40 | 2.16 | 19% |
| Returns for 1 year | -1.96 | 8.01 | -24% |
| Returns for 3 years | 18.84 | 32.20 | 59% |
| Returns for 5 years | 42.40 | 72.56 | 58% |
| Returns for 10 years | 57.99 | 103.54 | 56% |
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