Interact to see
Advertisement
Advertisement
LVAMX vs VIVAX
LVAMX vs VIVAX Comparison
Open Charts LVAMX vs VIVAX
LSV US Managed Volatility Investor
Price$11.21
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets24.54M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LVAMX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVAMX vs. VIVAX 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 LVAMX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LVAMX (24.5M). LVAMX pays higher dividends than VIVAX: LVAMX (2.70) vs VIVAX (2.06). LVAMX was incepted earlier than VIVAX: LVAMX (11 years) vs VIVAX (33 years). LVAMX (1.03) is less costly to investors than VIVAX (0.17). LVAMX is a more actively managed with annual turnover of: 18.00 vs. VIVAX (9.00). LVAMX has a lower initial minimum investment than VIVAX: LVAMX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. LVAMX (6.11). VIVAX return over 5 years is better than : 80.14 vs. LVAMX (15.92).
| LVAMX | VIVAX | LVAMX / VIVAX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 1.03 | 0.17 | 606% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 9.580 | 6.209 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5M | 189B | 0% |
| Annual Yield % from dividends | 2.70 | 2.06 | 131% |
| Returns for 1 year | 6.11 | 12.04 | 51% |
| Returns for 3 years | -4.23 | 35.16 | -12% |
| Returns for 5 years | 15.92 | 80.14 | 20% |
| Returns for 10 years | 27.80 | 115.74 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement