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LSVVX vs VIVAX
LSVVX vs VIVAX Comparison
Open Charts LSVVX vs VIVAX
LSV Conservative Value Equity
Price$14.97
Change+$0.13 (+0.88%)
VolumeN/A
Net Assets133.7M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
LSVVX vs VIVAX Comparison Chart in %
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LSVVX vs. VIVAX commentary
Sep 07, 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: 203B vs. LSVVX (134M). LSVVX (1.99) and VIVAX (1.99) 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 : 7.74 vs. LSVVX (1.47). VIVAX (70.18) and LSVVX (67.39) have equivalent 5 years return.
| 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 | 11.467 | 7.845 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 203B | 0% |
| Annual Yield % from dividends | 1.99 | 1.99 | 100% |
| Returns for 1 year | 1.47 | 7.74 | 19% |
| Returns for 3 years | 28.09 | 36.63 | 77% |
| Returns for 5 years | 67.39 | 70.18 | 96% |
| Returns for 10 years | 84.63 | 131.64 | 64% |
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