LVAMX
Price
$10.87
Change
-$0.09 (-0.82%)
Updated
Jun 13 closing price
Net Assets
23.79M
VIVIX
Price
$67.63
Change
-$0.55 (-0.81%)
Updated
Jun 13 closing price
Net Assets
188.77B
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LVAMX vs VIVIX

Header iconLVAMX vs VIVIX Comparison
Open Charts LVAMX vs VIVIXBanner chart's image
LSV US Managed Volatility Investor
Price$10.87
Change-$0.09 (-0.82%)
VolumeN/A
Net Assets23.79M
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LVAMX vs VIVIX Comparison Chart
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LVAMX vs. VIVIX 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 VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LVAMX (23.8M). LVAMX pays higher dividends than VIVIX: LVAMX (2.74) vs VIVIX (2.29). 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 : 8.01 vs. LVAMX (3.17). VIVIX return over 5 years is better than : 72.56 vs. LVAMX (12.20).
LVAMXVIVIXLVAMX / VIVIX
Total Expense Ratio0.800.042,000%
Annual Report Gross Expense Ratio1.030.042,575%
Fund Existence11 years27 years-
Gain YTD6.2562.452255%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.8M189B0%
Annual Yield % from dividends2.742.29120%
Returns for 1 year3.178.0140%
Returns for 3 years-4.5732.19-14%
Returns for 5 years12.2072.5617%
Returns for 10 years23.12103.5422%
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