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LSVMX vs VMVAX
LSVMX vs VMVAX Comparison
Open Charts LSVMX vs VMVAX
LSV US Managed Volatility Institutional
Price$11.57
Change+$0.07 (+0.61%)
VolumeN/A
Net Assets24.6M
Vanguard Mid-Cap Value Index Admiral
Price$91.65
Change+$0.65 (+0.71%)
VolumeN/A
Net Assets31.8B
LSVMX vs VMVAX Comparison Chart in %
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LSVMX vs. VMVAX commentary
Dec 05, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. LSVMX (24.6M). LSVMX pays higher dividends than VMVAX: LSVMX (2.81) vs VMVAX (2.14). LSVMX was incepted earlier than VMVAX: LSVMX (11 years) vs VMVAX (14 years). LSVMX (0.78) 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 : 1.74 vs. LSVMX (-4.12). VMVAX return over 5 years is better than : 49.66 vs. LSVMX (10.36).
| LSVMX | VMVAX | LSVMX / VMVAX | |
| Total Expense Ratio | 0.55 | 0.07 | 786% |
| Annual Report Gross Expense Ratio | 0.78 | 0.07 | 1,114% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 14.554 | 9.493 | 153% |
| 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 | 31.8B | 0% |
| Annual Yield % from dividends | 2.81 | 2.14 | 131% |
| Returns for 1 year | -4.12 | 1.74 | -236% |
| Returns for 3 years | -4.12 | 25.04 | -16% |
| Returns for 5 years | 10.36 | 49.66 | 21% |
| Returns for 10 years | 36.96 | 102.93 | 36% |
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