Interact to see
Advertisement
Advertisement
LSVEX vs VIVAX
LSVEX vs VIVAX Comparison
Open Charts LSVEX vs VIVAX
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
LSVEX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVEX vs. VIVAX commentary
Sep 09, 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: 203B vs. LSVEX (1.3B). VIVAX pays higher dividends than LSVEX: VIVAX (1.99) vs LSVEX (1.84). LSVEX was incepted earlier than VIVAX: LSVEX (26 years) vs VIVAX (33 years). LSVEX (0.67) 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). LSVEX (7.98) and VIVAX (7.74) have marching annual gain over last year. VIVAX return over 5 years is better than : 70.18 vs. LSVEX (41.38).
| LSVEX | VIVAX | LSVEX / VIVAX | |
| Total Expense Ratio | 0.67 | 0.17 | 394% |
| Annual Report Gross Expense Ratio | 0.67 | 0.17 | 394% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 11.980 | 7.845 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 203B | 1% |
| Annual Yield % from dividends | 1.84 | 1.99 | 92% |
| Returns for 1 year | 7.98 | 7.74 | 103% |
| Returns for 3 years | 21.60 | 36.63 | 59% |
| Returns for 5 years | 41.38 | 70.18 | 59% |
| Returns for 10 years | 58.84 | 131.64 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement