Interact to see
Advertisement
Advertisement
LVAMX vs VMVIX
LVAMX vs VMVIX Comparison
Open Charts LVAMX vs VMVIX
LSV US Managed Volatility Investor
Price$11.70
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets24.6M
Vanguard Mid-Cap Value Index Investor
Price$69.65
Change+$0.49 (+0.71%)
VolumeN/A
Net Assets31.8B
LVAMX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVAMX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. LVAMX (24.6M). LVAMX pays higher dividends than VMVIX: LVAMX (2.57) vs VMVIX (2.02). LVAMX was incepted earlier than VMVIX: LVAMX (11 years) vs VMVIX (19 years). LVAMX (1.03) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 19.00 vs. LVAMX (18.00). LVAMX has a lower initial minimum investment than VMVIX: LVAMX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 0.92 vs. LVAMX (-4.99). VMVIX return over 5 years is better than : 51.17 vs. LVAMX (9.75).
| LVAMX | VMVIX | LVAMX / VMVIX | |
| Total Expense Ratio | 0.80 | 0.19 | 421% |
| Annual Report Gross Expense Ratio | 1.03 | 0.19 | 542% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 13.685 | 9.024 | 152% |
| 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 | 2.02 | 127% |
| Returns for 1 year | -4.99 | 0.92 | -544% |
| Returns for 3 years | -5.07 | 24.50 | -21% |
| Returns for 5 years | 9.75 | 51.17 | 19% |
| Returns for 10 years | 33.57 | 101.93 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement