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LVAEX vs VVIAX
LVAEX vs VVIAX Comparison
Open Charts LVAEX vs VVIAX
LSV Value Equity Investor
Price$27.89
Change+$0.13 (+0.47%)
VolumeN/A
Net Assets1.22B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LVAEX vs VVIAX Comparison Chart in %
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LVAEX vs. VVIAX commentary
Jul 07, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LVAEX (1.22B). VVIAX pays higher dividends than LVAEX: VVIAX (2.18) vs LVAEX (1.69). LVAEX was incepted earlier than VVIAX: LVAEX (11 years) vs VVIAX (25 years). LVAEX (0.93) is less costly to investors than VVIAX (0.05). LVAEX is a more actively managed with annual turnover of: 26.00 vs. VVIAX (9.00). LVAEX has a lower initial minimum investment than VVIAX: LVAEX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. LVAEX (7.03). VVIAX return over 5 years is better than : 80.13 vs. LVAEX (43.05).
| LVAEX | VVIAX | LVAEX / VVIAX | |
| Total Expense Ratio | 0.93 | 0.05 | 1,860% |
| Annual Report Gross Expense Ratio | 0.93 | 0.05 | 1,860% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 6.899 | 6.198 | 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 | 2.18 | 77% |
| Returns for 1 year | 7.03 | 12.03 | 58% |
| Returns for 3 years | 15.44 | 35.17 | 44% |
| Returns for 5 years | 43.05 | 80.13 | 54% |
| Returns for 10 years | 39.48 | 115.67 | 34% |
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