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LVAVX vs VVIAX
LVAVX vs VVIAX Comparison
Open Charts LVAVX vs VVIAX
LSV Conservative Value Equity Investor
Price$13.59
Change-$0.13 (-0.95%)
VolumeN/A
Net Assets126.76M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LVAVX vs VVIAX Comparison Chart
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LVAVX vs. VVIAX 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 LVAVX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LVAVX (127M). VVIAX pays higher dividends than LVAVX: VVIAX (2.28) vs LVAVX (1.85). 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 : 8.01 vs. LVAVX (-1.48). VVIAX return over 5 years is better than : 72.56 vs. LVAVX (59.97).
| 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 | 2.104 | 2.436 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 189B | 0% |
| Annual Yield % from dividends | 1.85 | 2.28 | 81% |
| Returns for 1 year | -1.48 | 8.01 | -18% |
| Returns for 3 years | 17.82 | 32.19 | 55% |
| Returns for 5 years | 59.97 | 72.56 | 83% |
| Returns for 10 years | 52.45 | 103.54 | 51% |
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