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LSVVX vs VVIAX
LSVVX vs VVIAX Comparison
Open Charts LSVVX vs VVIAX
LSV Conservative Value Equity
Price$15.50
Change-$0.15 (-0.96%)
VolumeN/A
Net Assets137.49M
Vanguard Value Index Adm
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
LSVVX vs VVIAX Comparison Chart in %
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LSVVX vs. VVIAX commentary
Nov 14, 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: 208B vs. LSVVX (137M). VVIAX pays higher dividends than LSVVX: VVIAX (2.09) vs LSVVX (1.95). LSVVX was incepted earlier than VVIAX: LSVVX (19 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 : 5.48 vs. LSVVX (-1.88). VVIAX (64.69) and LSVVX (62.35) 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 | 19 years | 25 years | - |
| Gain YTD | 15.413 | 10.852 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 208B | 0% |
| Annual Yield % from dividends | 1.95 | 2.09 | 93% |
| Returns for 1 year | -1.88 | 5.48 | -34% |
| Returns for 3 years | 23.69 | 32.94 | 72% |
| Returns for 5 years | 62.35 | 64.69 | 96% |
| Returns for 10 years | 84.57 | 128.99 | 66% |
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