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LVAMX vs VVIAX
LVAMX vs VVIAX Comparison
Open Charts LVAMX vs VVIAX
LSV US Managed Volatility Investor
Price$11.21
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets24.54M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LVAMX vs VVIAX Comparison Chart in %
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LVAMX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LVAMX (24.5M). LVAMX pays higher dividends than VVIAX: LVAMX (2.70) vs VVIAX (2.18). LVAMX was incepted earlier than VVIAX: LVAMX (11 years) vs VVIAX (25 years). LVAMX (1.03) is less costly to investors than VVIAX (0.05). LVAMX is a more actively managed with annual turnover of: 18.00 vs. VVIAX (9.00). LVAMX has a lower initial minimum investment than VVIAX: LVAMX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. LVAMX (6.11). VVIAX return over 5 years is better than : 80.13 vs. LVAMX (15.92).
| LVAMX | VVIAX | LVAMX / VVIAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 1.03 | 0.05 | 2,060% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 9.580 | 6.198 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5M | 189B | 0% |
| Annual Yield % from dividends | 2.70 | 2.18 | 124% |
| Returns for 1 year | 6.11 | 12.03 | 51% |
| Returns for 3 years | -4.23 | 35.17 | -12% |
| Returns for 5 years | 15.92 | 80.13 | 20% |
| Returns for 10 years | 27.80 | 115.67 | 24% |