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LSVEX vs VIVAX
LSVEX vs VIVAX Comparison
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LSVEX vs VIVAX Comparison Chart in %
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LSVEX vs. VIVAX commentary
Oct 19, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. LSVEX (1.21B). VIVAX pays higher dividends than LSVEX: VIVAX (1.97) vs LSVEX (1.81). LSVEX was incepted earlier than VIVAX: LSVEX (27 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). VIVAX annual gain was more profitable for investors over the last year : 4.63 vs. LSVEX (1.34). VIVAX return over 5 years is better than : 71.78 vs. LSVEX (38.06).
| LSVEX | VIVAX | LSVEX / VIVAX | |
| Total Expense Ratio | 0.67 | 0.17 | 394% |
| Annual Report Gross Expense Ratio | 0.67 | 0.17 | 394% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 11.560 | 9.738 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 208B | 1% |
| Annual Yield % from dividends | 1.81 | 1.97 | 92% |
| Returns for 1 year | 1.34 | 4.63 | 29% |
| Returns for 3 years | 23.23 | 42.99 | 54% |
| Returns for 5 years | 38.06 | 71.78 | 53% |
| Returns for 10 years | 54.52 | 129.45 | 42% |
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