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LSVMX vs VIVIX
LSVMX vs VIVIX Comparison
Open Charts LSVMX vs VIVIX
LSV US Managed Volatility Institutional
Price$11.16
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets24.63M
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LSVMX vs VIVIX Comparison Chart in %
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LSVMX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. LSVMX (24.6M). LSVMX pays higher dividends than VIVIX: LSVMX (2.98) 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 : 7.91 vs. LSVMX (1.40). VIVIX return over 5 years is better than : 68.54 vs. LSVMX (12.25).
| 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 | 10.495 | 6.533 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6M | 196B | 0% |
| Annual Yield % from dividends | 2.98 | 2.19 | 136% |
| Returns for 1 year | 1.40 | 7.91 | 18% |
| Returns for 3 years | -6.95 | 25.93 | -27% |
| Returns for 5 years | 12.25 | 68.54 | 18% |
| Returns for 10 years | 28.53 | 114.61 | 25% |
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