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LSVMX vs VIVIX
LSVMX vs VIVIX Comparison
Open Charts LSVMX vs VIVIX
LSV US Managed Volatility Institutional
Price$11.08
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets24.54M
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LSVMX vs VIVIX Comparison Chart in %
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LSVMX vs. VIVIX commentary
Jul 06, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LSVMX (24.5M). LSVMX pays higher dividends than VIVIX: LSVMX (2.96) vs VIVIX (2.19). LSVMX was incepted earlier than VIVIX: LSVMX (11 years) vs VIVIX (27 years). LSVMX (0.78) is less costly to investors than VIVIX (0.04). LSVMX is a more actively managed with annual turnover of: 18.00 vs. VIVIX (9.00). LSVMX has a lower initial minimum investment than VIVIX: LSVMX (100000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. LSVMX (6.17). VIVIX return over 5 years is better than : 80.14 vs. LSVMX (17.01).
| LSVMX | VIVIX | LSVMX / VIVIX | |
| Total Expense Ratio | 0.55 | 0.04 | 1,375% |
| Annual Report Gross Expense Ratio | 0.78 | 0.04 | 1,950% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 9.703 | 6.215 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5M | 189B | 0% |
| Annual Yield % from dividends | 2.96 | 2.19 | 135% |
| Returns for 1 year | 6.17 | 12.05 | 51% |
| Returns for 3 years | -3.72 | 35.17 | -11% |
| Returns for 5 years | 17.01 | 80.14 | 21% |
| Returns for 10 years | 30.32 | 115.68 | 26% |
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