Interact to see
Advertisement
Advertisement
LSVVX vs VIVAX
LSVVX vs VIVAX Comparison
Open Charts LSVVX vs VIVAX
LSV Conservative Value Equity
Price$16.15
Change-$0.08 (-0.49%)
VolumeN/A
Net Assets140.7M
Vanguard Value Index I
Price$75.10
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
LSVVX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVVX vs. VIVAX commentary
Dec 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. LSVVX (141M). VIVAX (1.93) and LSVVX (1.88) 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 (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 : 10.16 vs. LSVVX (4.15). VIVAX (63.66) and LSVVX (61.43) 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 | 19 years | 33 years | - |
| Gain YTD | 20.849 | 14.146 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 216B | 0% |
| Annual Yield % from dividends | 1.88 | 1.93 | 98% |
| Returns for 1 year | 4.15 | 10.16 | 41% |
| Returns for 3 years | 29.13 | 34.53 | 84% |
| Returns for 5 years | 61.43 | 63.66 | 96% |
| Returns for 10 years | 99.02 | 139.88 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement