LSVMX
Price
$11.08
Change
+$0.05 (+0.45%)
Updated
Jul 3 closing price
Net Assets
24.54M
VVIAX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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LSVMX vs VVIAX

Header iconLSVMX vs VVIAX Comparison
Open Charts LSVMX vs VVIAXBanner chart's image
LSV US Managed Volatility Institutional
Price$11.08
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets24.54M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LSVMX vs VVIAX Comparison Chart in %
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LSVMX vs. VVIAX 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 VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LSVMX (24.5M). LSVMX pays higher dividends than VVIAX: LSVMX (2.96) 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 : 12.03 vs. LSVMX (6.17). VVIAX return over 5 years is better than : 80.13 vs. LSVMX (17.01).
LSVMXVVIAXLSVMX / VVIAX
Total Expense Ratio0.550.051,100%
Annual Report Gross Expense Ratio0.780.051,560%
Fund Existence11 years25 years-
Gain YTD9.7036.198157%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets24.5M189B0%
Annual Yield % from dividends2.962.18136%
Returns for 1 year6.1712.0351%
Returns for 3 years-3.7235.17-11%
Returns for 5 years17.0180.1321%
Returns for 10 years30.32115.6726%
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