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LVAMX vs VIVAX
LVAMX vs VIVAX Comparison
Open Charts LVAMX vs VIVAX
LSV US Managed Volatility Investor
Price$10.87
Change-$0.09 (-0.82%)
VolumeN/A
Net Assets23.79M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LVAMX vs VIVAX Comparison Chart
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LVAMX vs. VIVAX 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 LVAMX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LVAMX (23.8M). LVAMX pays higher dividends than VIVAX: LVAMX (2.74) vs VIVAX (2.16). 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 : 8.01 vs. LVAMX (3.17). VIVAX return over 5 years is better than : 72.56 vs. LVAMX (12.20).
| 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 | 6.256 | 2.419 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8M | 189B | 0% |
| Annual Yield % from dividends | 2.74 | 2.16 | 127% |
| Returns for 1 year | 3.17 | 8.01 | 40% |
| Returns for 3 years | -4.57 | 32.20 | -14% |
| Returns for 5 years | 12.20 | 72.56 | 17% |
| Returns for 10 years | 23.12 | 103.54 | 22% |
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