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LOMAX vs VVIAX
LOMAX vs VVIAX Comparison
Open Charts LOMAX vs VVIAX
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
LOMAX vs VVIAX Comparison Chart in %
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LOMAX vs. VVIAX commentary
Dec 04, 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 LOMAX is a Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. LOMAX (102M). LOMAX pays higher dividends than VVIAX: LOMAX (2.61) vs VVIAX (2.04). LOMAX was incepted earlier than VVIAX: LOMAX (28 years) vs VVIAX (25 years). LOMAX (1.00) is less costly to investors than VVIAX (0.05). LOMAX is a more actively managed with annual turnover of: 30.46 vs. VVIAX (9.00). LOMAX has a lower initial minimum investment than VVIAX: LOMAX (2500) vs VVIAX (3000). LOMAX annual gain was more profitable for investors over the last year : 6.67 vs. VVIAX (4.76). VVIAX return over 5 years is better than : 61.18 vs. LOMAX (35.92).
| LOMAX | VVIAX | LOMAX / VVIAX | |
| Total Expense Ratio | 0.71 | 0.05 | 1,420% |
| Annual Report Gross Expense Ratio | 1.00 | 0.05 | 2,000% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 16.540 | 11.776 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 208B | 0% |
| Annual Yield % from dividends | 2.61 | 2.04 | 128% |
| Returns for 1 year | 6.67 | 4.76 | 140% |
| Returns for 3 years | 17.00 | 29.82 | 57% |
| Returns for 5 years | 35.92 | 61.18 | 59% |
| Returns for 10 years | 49.77 | 127.14 | 39% |