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LVAVX vs VVIAX
LVAVX vs VVIAX Comparison
Open Charts LVAVX vs VVIAX
LSV Conservative Value Equity Investor
Price$14.81
Change+$0.13 (+0.89%)
VolumeN/A
Net Assets133.52M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
LVAVX vs VVIAX Comparison Chart in %
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LVAVX vs. VVIAX commentary
Sep 08, 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 LVAVX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. LVAVX (134M). VVIAX pays higher dividends than LVAVX: VVIAX (2.10) vs LVAVX (1.71). LVAVX was incepted earlier than VVIAX: LVAVX (11 years) vs VVIAX (25 years). LVAVX (0.81) is less costly to investors than VVIAX (0.05). LVAVX (9.00) and VVIAX (9.00) have comparable annual turnover. LVAVX has a lower initial minimum investment than VVIAX: LVAVX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.74 vs. LVAVX (1.05). VVIAX return over 5 years is better than : 70.16 vs. LVAVX (64.79).
| LVAVX | VVIAX | LVAVX / VVIAX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.81 | 0.05 | 1,620% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 11.195 | 7.850 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 203B | 0% |
| Annual Yield % from dividends | 1.71 | 2.10 | 81% |
| Returns for 1 year | 1.05 | 7.74 | 14% |
| Returns for 3 years | 26.87 | 36.61 | 73% |
| Returns for 5 years | 64.79 | 70.16 | 92% |
| Returns for 10 years | 79.38 | 131.61 | 60% |