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LVAEX vs VIVIX
LVAEX vs VIVIX Comparison
Open Charts LVAEX vs VIVIX
LSV Value Equity Investor
Price$26.40
Change-$0.31 (-1.16%)
VolumeN/A
Net Assets1.15B
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LVAEX vs VIVIX Comparison Chart
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LVAEX vs. VIVIX commentary
Jun 16, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LVAEX (1.15B). VIVIX pays higher dividends than LVAEX: VIVIX (2.29) vs LVAEX (1.75). LVAEX was incepted earlier than VIVIX: LVAEX (11 years) vs VIVIX (27 years). LVAEX (0.93) is less costly to investors than VIVIX (0.04). LVAEX is a more actively managed with annual turnover of: 26.00 vs. VIVIX (9.00). LVAEX has a lower initial minimum investment than VIVIX: LVAEX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.01 vs. LVAEX (1.85). VIVIX return over 5 years is better than : 72.56 vs. LVAEX (33.61).
| LVAEX | VIVIX | LVAEX / VIVIX | |
| Total Expense Ratio | 0.93 | 0.04 | 2,325% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 1.188 | 2.452 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 189B | 1% |
| Annual Yield % from dividends | 1.75 | 2.29 | 76% |
| Returns for 1 year | 1.85 | 8.01 | 23% |
| Returns for 3 years | 8.76 | 32.19 | 27% |
| Returns for 5 years | 33.61 | 72.56 | 46% |
| Returns for 10 years | 29.72 | 103.54 | 29% |