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LSVVX vs VIVAX
LSVVX vs VIVAX Comparison
Open Charts LSVVX vs VIVAX
LSV Conservative Value Equity
Price$14.42
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets130.22M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LSVVX vs VIVAX Comparison Chart in %
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LSVVX vs. VIVAX commentary
Jul 27, 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 LSVVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LSVVX (130M). LSVVX (2.09) and VIVAX (2.06) have matching dividends . LSVVX was incepted earlier than VIVAX: LSVVX (18 years) vs VIVAX (33 years). LSVVX (0.56) is less costly to investors than VIVAX (0.17). LSVVX (9.00) and VIVAX (9.00) have comparable annual turnover. 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 : 9.76 vs. LSVVX (-0.88). VIVAX return over 5 years is better than : 74.87 vs. LSVVX (67.06).
| LSVVX | VIVAX | LSVVX / VIVAX | |
| Total Expense Ratio | 0.35 | 0.17 | 206% |
| Annual Report Gross Expense Ratio | 0.56 | 0.17 | 329% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 7.372 | 6.724 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 195B | 0% |
| Annual Yield % from dividends | 2.09 | 2.06 | 101% |
| Returns for 1 year | -0.88 | 9.76 | -9% |
| Returns for 3 years | 22.41 | 34.31 | 65% |
| Returns for 5 years | 67.06 | 74.87 | 90% |
| Returns for 10 years | 67.65 | 116.32 | 58% |
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