Interact to see
Advertisement
Advertisement
LVAEX vs VIVAX
LVAEX vs VIVAX Comparison
Open Charts LVAEX vs VIVAX
LSV Value Equity Investor
Price$28.26
Change-$0.14 (-0.49%)
VolumeN/A
Net Assets1.26B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LVAEX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVAEX vs. VIVAX 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 LVAEX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. LVAEX (1.26B). VIVAX pays higher dividends than LVAEX: VIVAX (2.06) vs LVAEX (1.68). 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 (7.90) and LVAEX (7.64) have marching annual gain over last year. VIVAX return over 5 years is better than : 68.56 vs. LVAEX (34.96).
| 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 | 8.854 | 6.512 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 196B | 1% |
| Annual Yield % from dividends | 1.68 | 2.06 | 82% |
| Returns for 1 year | 7.64 | 7.90 | 97% |
| Returns for 3 years | 8.03 | 25.93 | 31% |
| Returns for 5 years | 34.96 | 68.56 | 51% |
| Returns for 10 years | 40.69 | 114.64 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement