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LSVVX vs VVIAX
LSVVX vs VVIAX Comparison
Open Charts LSVVX vs VVIAX
LSV Conservative Value Equity
Price$14.42
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets132.46M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LSVVX vs VVIAX Comparison Chart in %
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LSVVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LSVVX (132M). VVIAX (2.18) and LSVVX (2.09) have matching dividends . LSVVX was incepted earlier than VVIAX: LSVVX (18 years) vs VVIAX (25 years). LSVVX (0.56) is less costly to investors than VVIAX (0.05). LSVVX (9.00) and VVIAX (9.00) have comparable annual turnover. VVIAX has a lower initial minimum investment than LSVVX: VVIAX (3000) vs LSVVX (100000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. LSVVX (3.06). VVIAX return over 5 years is better than : 80.13 vs. LSVVX (73.12).
| LSVVX | VVIAX | LSVVX / VVIAX | |
| Total Expense Ratio | 0.35 | 0.05 | 700% |
| Annual Report Gross Expense Ratio | 0.56 | 0.05 | 1,120% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 7.372 | 6.198 | 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 | 2.18 | 96% |
| Returns for 1 year | 3.06 | 12.03 | 25% |
| Returns for 3 years | 24.37 | 35.17 | 69% |
| Returns for 5 years | 73.12 | 80.13 | 91% |
| Returns for 10 years | 67.19 | 115.67 | 58% |