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LSVMX vs VVIAX
LSVMX vs VVIAX Comparison
Open Charts LSVMX vs VVIAX
LSV US Managed Volatility Institutional
Price$11.16
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets24.63M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LSVMX vs VVIAX Comparison Chart in %
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LSVMX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. LSVMX (24.6M). LSVMX pays higher dividends than VVIAX: LSVMX (2.98) vs VVIAX (2.18). LSVMX was incepted earlier than VVIAX: LSVMX (11 years) vs VVIAX (25 years). LSVMX (0.78) is less costly to investors than VVIAX (0.05). LSVMX is a more actively managed with annual turnover of: 18.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than LSVMX: VVIAX (3000) vs LSVMX (100000). VVIAX annual gain was more profitable for investors over the last year : 7.91 vs. LSVMX (1.40). VVIAX return over 5 years is better than : 68.54 vs. LSVMX (12.25).
| LSVMX | VVIAX | LSVMX / VVIAX | |
| Total Expense Ratio | 0.55 | 0.05 | 1,100% |
| Annual Report Gross Expense Ratio | 0.78 | 0.05 | 1,560% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 10.495 | 6.517 | 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 | 2.18 | 137% |
| 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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