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LVAVX vs VVIAX
LVAVX vs VVIAX Comparison
Open Charts LVAVX vs VVIAX
LSV Conservative Value Equity Investor
Price$14.27
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets132.46M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LVAVX vs VVIAX Comparison Chart in %
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LVAVX 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 LVAVX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. LVAVX (132M). VVIAX pays higher dividends than LVAVX: VVIAX (2.18) vs LVAVX (1.79). 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 : 12.03 vs. LVAVX (2.65). VVIAX return over 5 years is better than : 80.13 vs. LVAVX (70.68).
| 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 | 7.213 | 6.198 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 189B | 0% |
| Annual Yield % from dividends | 1.79 | 2.18 | 82% |
| Returns for 1 year | 2.65 | 12.03 | 22% |
| Returns for 3 years | 23.22 | 35.17 | 66% |
| Returns for 5 years | 70.68 | 80.13 | 88% |
| Returns for 10 years | 62.41 | 115.67 | 54% |
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