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LVAEX vs VVIAX
LVAEX vs VVIAX Comparison
Open Charts LVAEX vs VVIAX
LSV Value Equity Investor
Price$26.40
Change-$0.31 (-1.16%)
VolumeN/A
Net Assets1.15B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LVAEX vs VVIAX Comparison Chart
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LVAEX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LVAEX (1.15B). VVIAX pays higher dividends than LVAEX: VVIAX (2.28) vs LVAEX (1.75). 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 : 8.01 vs. LVAEX (1.85). VVIAX return over 5 years is better than : 72.56 vs. LVAEX (33.61).
| 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 | 1.188 | 2.436 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 189B | 1% |
| Annual Yield % from dividends | 1.75 | 2.28 | 77% |
| 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% |