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LVAMX vs VMVAX
LVAMX vs VMVAX Comparison
Open Charts LVAMX vs VMVAX
LSV US Managed Volatility Investor
Price$11.70
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets24.6M
Vanguard Mid-Cap Value Index Admiral
Price$91.65
Change+$0.65 (+0.71%)
VolumeN/A
Net Assets31.8B
LVAMX vs VMVAX Comparison Chart in %
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LVAMX vs. VMVAX commentary
Dec 04, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. LVAMX (24.6M). LVAMX pays higher dividends than VMVAX: LVAMX (2.57) vs VMVAX (2.14). LVAMX was incepted earlier than VMVAX: LVAMX (11 years) vs VMVAX (14 years). LVAMX (1.03) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 vs. LVAMX (18.00). LVAMX has a lower initial minimum investment than VMVAX: LVAMX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 0.92 vs. LVAMX (-4.99). VMVAX return over 5 years is better than : 51.23 vs. LVAMX (9.75).
| LVAMX | VMVAX | LVAMX / VMVAX | |
| Total Expense Ratio | 0.80 | 0.07 | 1,143% |
| Annual Report Gross Expense Ratio | 1.03 | 0.07 | 1,471% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 13.685 | 9.051 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6M | 31.8B | 0% |
| Annual Yield % from dividends | 2.57 | 2.14 | 120% |
| Returns for 1 year | -4.99 | 0.92 | -542% |
| Returns for 3 years | -5.07 | 24.53 | -21% |
| Returns for 5 years | 9.75 | 51.23 | 19% |
| Returns for 10 years | 33.57 | 102.11 | 33% |
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