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LSVMX vs VIVAX
LSVMX vs VIVAX Comparison
Open Charts LSVMX vs VIVAX
LSV US Managed Volatility Institutional
Price$11.16
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets24.63M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LSVMX vs VIVAX Comparison Chart in %
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LSVMX vs. VIVAX commentary
Aug 18, 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: 196B vs. LSVMX (24.6M). LSVMX pays higher dividends than VIVAX: LSVMX (2.98) vs VIVAX (2.06). 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 : 7.90 vs. LSVMX (1.40). VIVAX return over 5 years is better than : 68.56 vs. LSVMX (12.25).
| 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 | 10.495 | 6.512 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6M | 196B | 0% |
| Annual Yield % from dividends | 2.98 | 2.06 | 145% |
| Returns for 1 year | 1.40 | 7.90 | 18% |
| Returns for 3 years | -6.95 | 25.93 | -27% |
| Returns for 5 years | 12.25 | 68.56 | 18% |
| Returns for 10 years | 28.53 | 114.64 | 25% |
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