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LSVVX vs VVIAX
LSVVX vs VVIAX Comparison
Open Charts LSVVX vs VVIAX
LSV Conservative Value Equity
Price$13.73
Change-$0.13 (-0.94%)
VolumeN/A
Net Assets126.76M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LSVVX vs VVIAX Comparison Chart
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LSVVX vs. VVIAX commentary
Jun 16, 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 (127M). VVIAX pays higher dividends than LSVVX: VVIAX (2.28) vs LSVVX (2.16). 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 : 8.01 vs. LSVVX (-1.11). VVIAX return over 5 years is better than : 72.56 vs. LSVVX (62.24).
| 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 | 2.234 | 2.436 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 189B | 0% |
| Annual Yield % from dividends | 2.16 | 2.28 | 95% |
| Returns for 1 year | -1.11 | 8.01 | -14% |
| Returns for 3 years | 18.89 | 32.19 | 59% |
| Returns for 5 years | 62.24 | 72.56 | 86% |
| Returns for 10 years | 56.91 | 103.54 | 55% |
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