Interact to see
Advertisement
Advertisement
LSVVX vs VVIAX
LSVVX vs VVIAX Comparison
Open Charts LSVVX vs VVIAX
LSV Conservative Value Equity
Price$14.51
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets129.83M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LSVVX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVVX vs. VVIAX commentary
Aug 17, 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: 196B 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 : 7.91 vs. LSVVX (1.58). VVIAX return over 5 years is better than : 68.54 vs. LSVVX (62.44).
| 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 | 8.488 | 6.517 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 196B | 0% |
| Annual Yield % from dividends | 2.09 | 2.18 | 96% |
| Returns for 1 year | 1.58 | 7.91 | 20% |
| Returns for 3 years | 15.84 | 25.93 | 61% |
| Returns for 5 years | 62.44 | 68.54 | 91% |
| Returns for 10 years | 68.01 | 114.61 | 59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement