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LSVVX vs VIVAX
LSVVX vs VIVAX Comparison
Open Charts LSVVX vs VIVAX
LSV Conservative Value Equity
Price$14.79
Change-$0.30 (-1.99%)
VolumeN/A
Net Assets147.32M
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
LSVVX vs VIVAX Comparison Chart in %
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LSVVX vs. VIVAX commentary
Feb 04, 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 LSVVX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. LSVVX (147M). VIVAX (1.84) and LSVVX (1.84) have matching dividends . LSVVX was incepted earlier than VIVAX: LSVVX (19 years) vs VIVAX (33 years). LSVVX (0.56) is less costly to investors than VIVAX (0.17). LSVVX is a more actively managed with annual turnover of: 25.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than LSVVX: VIVAX (3000) vs LSVVX (100000). VIVAX annual gain was more profitable for investors over the last year : 15.07 vs. LSVVX (8.09). VIVAX return over 5 years is better than : 66.25 vs. LSVVX (41.25).
| LSVVX | VIVAX | LSVVX / VIVAX | |
| Total Expense Ratio | 0.35 | 0.17 | 206% |
| Annual Report Gross Expense Ratio | 0.56 | 0.17 | 329% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 4.671 | 5.998 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 218B | 0% |
| Annual Yield % from dividends | 1.84 | 1.84 | 100% |
| Returns for 1 year | 8.09 | 15.07 | 54% |
| Returns for 3 years | 18.21 | 41.03 | 44% |
| Returns for 5 years | 41.25 | 66.25 | 62% |
| Returns for 10 years | 99.09 | 167.20 | 59% |
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