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LSVEX vs VIVAX
LSVEX vs VIVAX Comparison
Open Charts LSVEX vs VIVAX
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LSVEX vs VIVAX Comparison Chart in %
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LSVEX vs. VIVAX commentary
Jul 07, 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 LSVEX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LSVEX (1.22B). VIVAX pays higher dividends than LSVEX: VIVAX (2.06) vs LSVEX (1.95). LSVEX was incepted earlier than VIVAX: LSVEX (26 years) vs VIVAX (33 years). LSVEX (0.68) is less costly to investors than VIVAX (0.17). LSVEX is a more actively managed with annual turnover of: 26.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than LSVEX: VIVAX (3000) vs LSVEX (100000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. LSVEX (7.30). VIVAX return over 5 years is better than : 80.14 vs. LSVEX (45.23).
| LSVEX | VIVAX | LSVEX / VIVAX | |
| Total Expense Ratio | 0.68 | 0.17 | 400% |
| Annual Report Gross Expense Ratio | 0.68 | 0.17 | 400% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 7.020 | 6.209 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 189B | 1% |
| Annual Yield % from dividends | 1.95 | 2.06 | 94% |
| Returns for 1 year | 7.30 | 12.04 | 61% |
| Returns for 3 years | 16.48 | 35.16 | 47% |
| Returns for 5 years | 45.23 | 80.14 | 56% |
| Returns for 10 years | 43.45 | 115.74 | 38% |
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