Interact to see
Advertisement
Advertisement
LSVVX vs VIVAX
LSVVX vs VIVAX Comparison
Open Charts LSVVX vs VIVAX
LSV Conservative Value Equity
Price$14.42
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets132.46M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LSVVX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVVX vs. VIVAX commentary
Jul 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: 189B vs. LSVVX (132M). 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 : 12.04 vs. LSVVX (3.06). VIVAX return over 5 years is better than : 80.14 vs. LSVVX (73.12).
| 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 | 6.209 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 189B | 0% |
| Annual Yield % from dividends | 2.09 | 2.06 | 101% |
| Returns for 1 year | 3.06 | 12.04 | 25% |
| Returns for 3 years | 24.37 | 35.16 | 69% |
| Returns for 5 years | 73.12 | 80.14 | 91% |
| Returns for 10 years | 67.19 | 115.74 | 58% |