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LVAEX vs VVIAX
LVAEX vs VVIAX Comparison
Open Charts LVAEX vs VVIAX
LSV Value Equity Investor
Price$27.95
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets1.22B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
LVAEX vs VVIAX Comparison Chart in %
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LVAEX vs. VVIAX commentary
Jul 27, 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: 195B vs. LVAEX (1.23B). 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 : 9.75 vs. LVAEX (3.51). VVIAX return over 5 years is better than : 74.87 vs. LVAEX (38.66).
| 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 | 7.129 | 6.714 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 195B | 1% |
| Annual Yield % from dividends | 1.69 | 2.18 | 77% |
| Returns for 1 year | 3.51 | 9.75 | 36% |
| Returns for 3 years | 13.69 | 34.32 | 40% |
| Returns for 5 years | 38.66 | 74.87 | 52% |
| Returns for 10 years | 39.90 | 116.26 | 34% |
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