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LSVVX vs VVIAX
LSVVX vs VVIAX Comparison
Open Charts LSVVX vs VVIAX
LSV Conservative Value Equity
Price$16.15
Change-$0.08 (-0.49%)
VolumeN/A
Net Assets140.7M
Vanguard Value Index Adm
Price$75.09
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
LSVVX vs VVIAX Comparison Chart in %
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LSVVX vs. VVIAX commentary
Dec 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. LSVVX (141M). VVIAX pays higher dividends than LSVVX: VVIAX (2.04) vs LSVVX (1.88). 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 : 10.16 vs. LSVVX (4.15). VVIAX (63.70) and LSVVX (61.43) 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 | 20.849 | 14.171 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 216B | 0% |
| Annual Yield % from dividends | 1.88 | 2.04 | 92% |
| Returns for 1 year | 4.15 | 10.16 | 41% |
| Returns for 3 years | 29.13 | 34.53 | 84% |
| Returns for 5 years | 61.43 | 63.70 | 96% |
| Returns for 10 years | 99.02 | 139.89 | 71% |
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