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LSVMX vs VIVAX
LSVMX vs VIVAX Comparison
Open Charts LSVMX vs VIVAX
LSV US Managed Volatility Institutional
Price$10.74
Change-$0.10 (-0.92%)
VolumeN/A
Net Assets23.79M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LSVMX vs VIVAX Comparison Chart
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LSVMX vs. VIVAX commentary
Jun 16, 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 LSVMX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LSVMX (23.8M). LSVMX pays higher dividends than VIVAX: LSVMX (3.00) vs VIVAX (2.16). LSVMX was incepted earlier than VIVAX: LSVMX (11 years) vs VIVAX (33 years). LSVMX (0.78) is less costly to investors than VIVAX (0.17). LSVMX is a more actively managed with annual turnover of: 18.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than LSVMX: VIVAX (3000) vs LSVMX (100000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. LSVMX (3.20). VIVAX return over 5 years is better than : 72.56 vs. LSVMX (13.21).
| LSVMX | VIVAX | LSVMX / VIVAX | |
| Total Expense Ratio | 0.55 | 0.17 | 324% |
| Annual Report Gross Expense Ratio | 0.78 | 0.17 | 459% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 6.337 | 2.419 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8M | 189B | 0% |
| Annual Yield % from dividends | 3.00 | 2.16 | 139% |
| Returns for 1 year | 3.20 | 8.01 | 40% |
| Returns for 3 years | -4.07 | 32.20 | -13% |
| Returns for 5 years | 13.21 | 72.56 | 18% |
| Returns for 10 years | 25.62 | 103.54 | 25% |
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