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LSVEX vs VVIAX
LSVEX vs VVIAX Comparison
Open Charts LSVEX vs VVIAX
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LSVEX vs VVIAX Comparison Chart
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LSVEX vs. VVIAX commentary
Jun 15, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LSVEX (1.15B). VVIAX pays higher dividends than LSVEX: VVIAX (2.28) vs LSVEX (2.02). LSVEX was incepted earlier than VVIAX: LSVEX (26 years) vs VVIAX (25 years). LSVEX (0.68) is less costly to investors than VVIAX (0.05). LSVEX is a more actively managed with annual turnover of: 26.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than LSVEX: VVIAX (3000) vs LSVEX (100000). VVIAX annual gain was more profitable for investors over the last year : 8.01 vs. LSVEX (2.13). VVIAX return over 5 years is better than : 72.56 vs. LSVEX (35.58).
| LSVEX | VVIAX | LSVEX / VVIAX | |
| Total Expense Ratio | 0.68 | 0.05 | 1,360% |
| Annual Report Gross Expense Ratio | 0.68 | 0.05 | 1,360% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 1.297 | 2.436 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 189B | 1% |
| Annual Yield % from dividends | 2.02 | 2.28 | 89% |
| Returns for 1 year | 2.13 | 8.01 | 27% |
| Returns for 3 years | 9.74 | 32.19 | 30% |
| Returns for 5 years | 35.58 | 72.56 | 49% |
| Returns for 10 years | 33.41 | 103.54 | 32% |
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