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LMVTX vs VIVAX
LMVTX vs VIVAX Comparison
Open Charts LMVTX vs VIVAX
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LMVTX vs VIVAX Comparison Chart in %
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LMVTX vs. VIVAX commentary
Jul 06, 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 LMVTX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LMVTX (3.89B). VIVAX pays higher dividends than LMVTX: VIVAX (2.06) vs LMVTX (0.04). LMVTX was incepted earlier than VIVAX: LMVTX (43 years) vs VIVAX (33 years). LMVTX (1.76) is less costly to investors than VIVAX (0.17). LMVTX is a more actively managed with annual turnover of: 54.00 vs. VIVAX (9.00). LMVTX has a lower initial minimum investment than VIVAX: LMVTX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. LMVTX (-1.01). VIVAX return over 5 years is better than : 80.14 vs. LMVTX (30.73).
| LMVTX | VIVAX | LMVTX / VIVAX | |
| Total Expense Ratio | 1.74 | 0.17 | 1,024% |
| Annual Report Gross Expense Ratio | 1.76 | 0.17 | 1,035% |
| Fund Existence | 43 years | 33 years | - |
| Gain YTD | 3.869 | 6.209 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89B | 189B | 2% |
| Annual Yield % from dividends | 0.04 | 2.06 | 2% |
| Returns for 1 year | -1.01 | 12.04 | -8% |
| Returns for 3 years | 15.27 | 35.16 | 43% |
| Returns for 5 years | 30.73 | 80.14 | 38% |
| Returns for 10 years | 45.90 | 115.74 | 40% |
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