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LSVVX vs VVIAX
LSVVX vs VVIAX Comparison
Open Charts LSVVX vs VVIAX
LSV Conservative Value Equity
Price$14.79
Change-$0.30 (-1.99%)
VolumeN/A
Net Assets147.32M
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
LSVVX vs VVIAX Comparison Chart in %
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LSVVX vs. VVIAX commentary
Feb 04, 2026
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: 218B vs. LSVVX (147M). VVIAX pays higher dividends than LSVVX: VVIAX (1.95) vs LSVVX (1.84). 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 is a more actively managed with annual turnover of: 25.00 vs. VVIAX (9.00). 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 : 15.08 vs. LSVVX (8.09). VVIAX return over 5 years is better than : 66.27 vs. LSVVX (41.25).
| 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 | 4.671 | 5.999 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 218B | 0% |
| Annual Yield % from dividends | 1.84 | 1.95 | 94% |
| Returns for 1 year | 8.09 | 15.08 | 54% |
| Returns for 3 years | 18.21 | 41.04 | 44% |
| Returns for 5 years | 41.25 | 66.27 | 62% |
| Returns for 10 years | 99.09 | 167.18 | 59% |
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