Interact to see
Advertisement
Advertisement
LSVVX vs VVIAX
LSVVX vs VVIAX Comparison
Open Charts LSVVX vs VVIAX
LSV Conservative Value Equity
Price$14.42
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets130.22M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LSVVX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVVX vs. VVIAX commentary
Jul 27, 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: 195B vs. LSVVX (130M). 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 : 9.75 vs. LSVVX (-0.88). VVIAX return over 5 years is better than : 74.87 vs. LSVVX (67.06).
| 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 | 6.714 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 195B | 0% |
| Annual Yield % from dividends | 2.09 | 2.18 | 96% |
| Returns for 1 year | -0.88 | 9.75 | -9% |
| Returns for 3 years | 22.41 | 34.32 | 65% |
| Returns for 5 years | 67.06 | 74.87 | 90% |
| Returns for 10 years | 67.65 | 116.26 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement