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LSVMX vs VMVAX
LSVMX vs VMVAX Comparison
Open Charts LSVMX vs VMVAX
LSV US Managed Volatility Institutional
Price$9.79
Change+$0.08 (+0.82%)
VolumeN/A
Net Assets24.82M
Vanguard Mid-Cap Value Index Admiral
Price$95.73
Change+$0.66 (+0.69%)
VolumeN/A
Net Assets33.17B
LSVMX vs VMVAX Comparison Chart in %
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LSVMX vs. VMVAX commentary
Jan 15, 2026
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 VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. LSVMX (24.8M). VMVAX pays higher dividends than LSVMX: VMVAX (2.10) vs LSVMX (1.93). LSVMX was incepted earlier than VMVAX: LSVMX (12 years) vs VMVAX (14 years). LSVMX (0.87) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 vs. LSVMX (18.00). VMVAX has a lower initial minimum investment than LSVMX: VMVAX (3000) vs LSVMX (100000). VMVAX annual gain was more profitable for investors over the last year : 13.84 vs. LSVMX (-1.34). VMVAX return over 5 years is better than : 51.40 vs. LSVMX (-5.00).
| LSVMX | VMVAX | LSVMX / VMVAX | |
| Total Expense Ratio | 0.55 | 0.07 | 786% |
| Annual Report Gross Expense Ratio | 0.87 | 0.07 | 1,243% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 2.192 | 4.224 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8M | 33.2B | 0% |
| Annual Yield % from dividends | 1.93 | 2.10 | 92% |
| Returns for 1 year | -1.34 | 13.84 | -10% |
| Returns for 3 years | -9.77 | 30.76 | -32% |
| Returns for 5 years | -5.00 | 51.40 | -10% |
| Returns for 10 years | 27.44 | 142.26 | 19% |
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