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LSVVX vs VVIAX
LSVVX vs VVIAX Comparison
Open Charts LSVVX vs VVIAX
LSV Conservative Value Equity
Price$14.97
Change+$0.13 (+0.88%)
VolumeN/A
Net Assets133.7M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
LSVVX vs VVIAX Comparison Chart in %
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LSVVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. LSVVX (134M). VVIAX pays higher dividends than LSVVX: VVIAX (2.10) vs LSVVX (1.99). 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 : 7.74 vs. LSVVX (1.47). VVIAX (70.16) and LSVVX (67.39) have equivalent 5 years return.
| 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 | 11.467 | 7.850 | 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 | 2.10 | 95% |
| Returns for 1 year | 1.47 | 7.74 | 19% |
| Returns for 3 years | 28.09 | 36.61 | 77% |
| Returns for 5 years | 67.39 | 70.16 | 96% |
| Returns for 10 years | 84.63 | 131.61 | 64% |
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