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LVAEX vs VIVAX
LVAEX vs VIVAX Comparison
Open Charts LVAEX vs VIVAX
LSV Value Equity Investor
Price$27.89
Change+$0.13 (+0.47%)
VolumeN/A
Net Assets1.22B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LVAEX vs VIVAX Comparison Chart in %
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LVAEX vs. VIVAX commentary
Jul 06, 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 LVAEX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LVAEX (1.22B). VIVAX pays higher dividends than LVAEX: VIVAX (2.06) vs LVAEX (1.69). LVAEX was incepted earlier than VIVAX: LVAEX (11 years) vs VIVAX (33 years). LVAEX (0.93) is less costly to investors than VIVAX (0.17). LVAEX is a more actively managed with annual turnover of: 26.00 vs. VIVAX (9.00). LVAEX has a lower initial minimum investment than VIVAX: LVAEX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. LVAEX (7.03). VIVAX return over 5 years is better than : 80.14 vs. LVAEX (43.05).
| LVAEX | VIVAX | LVAEX / VIVAX | |
| Total Expense Ratio | 0.93 | 0.17 | 547% |
| Annual Report Gross Expense Ratio | 0.93 | 0.17 | 547% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 6.899 | 6.209 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 189B | 1% |
| Annual Yield % from dividends | 1.69 | 2.06 | 82% |
| Returns for 1 year | 7.03 | 12.04 | 58% |
| Returns for 3 years | 15.44 | 35.16 | 44% |
| Returns for 5 years | 43.05 | 80.14 | 54% |
| Returns for 10 years | 39.48 | 115.74 | 34% |
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