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LVAMX vs VIVIX
LVAMX vs VIVIX Comparison
Open Charts LVAMX vs VIVIX
LSV US Managed Volatility Investor
Price$11.21
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets24.54M
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LVAMX vs VIVIX Comparison Chart in %
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LVAMX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LVAMX (24.5M). LVAMX pays higher dividends than VIVIX: LVAMX (2.70) vs VIVIX (2.19). LVAMX was incepted earlier than VIVIX: LVAMX (11 years) vs VIVIX (27 years). LVAMX (1.03) is less costly to investors than VIVIX (0.04). LVAMX is a more actively managed with annual turnover of: 18.00 vs. VIVIX (9.00). LVAMX has a lower initial minimum investment than VIVIX: LVAMX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. LVAMX (6.11). VIVIX return over 5 years is better than : 80.14 vs. LVAMX (15.92).
| LVAMX | VIVIX | LVAMX / VIVIX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,000% |
| Annual Report Gross Expense Ratio | 1.03 | 0.04 | 2,575% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 9.580 | 6.215 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5M | 189B | 0% |
| Annual Yield % from dividends | 2.70 | 2.19 | 123% |
| Returns for 1 year | 6.11 | 12.05 | 51% |
| Returns for 3 years | -4.23 | 35.17 | -12% |
| Returns for 5 years | 15.92 | 80.14 | 20% |
| Returns for 10 years | 27.80 | 115.68 | 24% |
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