LSVEX vs. VMCIX
Compare and contrast key facts about LSV Value Equity Fund (LSVEX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX).
LSVEX is managed by LSV. It was launched on Mar 31, 1999. VMCIX is managed by Vanguard. It was launched on May 21, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSVEX or VMCIX.
Correlation
The correlation between LSVEX and VMCIX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LSVEX vs. VMCIX - Performance Comparison
Key characteristics
LSVEX:
0.73
VMCIX:
1.55
LSVEX:
1.05
VMCIX:
2.17
LSVEX:
1.14
VMCIX:
1.27
LSVEX:
0.56
VMCIX:
2.62
LSVEX:
2.08
VMCIX:
6.99
LSVEX:
4.86%
VMCIX:
2.72%
LSVEX:
13.80%
VMCIX:
12.26%
LSVEX:
-65.39%
VMCIX:
-58.86%
LSVEX:
-8.98%
VMCIX:
-2.03%
Returns By Period
The year-to-date returns for both investments are quite close, with LSVEX having a 5.00% return and VMCIX slightly higher at 5.15%. Over the past 10 years, LSVEX has underperformed VMCIX with an annualized return of 3.34%, while VMCIX has yielded a comparatively higher 9.67% annualized return.
LSVEX
5.00%
1.62%
1.25%
11.01%
2.86%
3.34%
VMCIX
5.15%
1.38%
10.00%
20.16%
10.26%
9.67%
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LSVEX vs. VMCIX - Expense Ratio Comparison
LSVEX has a 0.66% expense ratio, which is higher than VMCIX's 0.04% expense ratio.
Risk-Adjusted Performance
LSVEX vs. VMCIX — Risk-Adjusted Performance Rank
LSVEX
VMCIX
LSVEX vs. VMCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LSV Value Equity Fund (LSVEX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LSVEX vs. VMCIX - Dividend Comparison
LSVEX's dividend yield for the trailing twelve months is around 2.06%, more than VMCIX's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSVEX LSV Value Equity Fund | 2.06% | 2.16% | 2.37% | 2.53% | 2.02% | 2.41% | 2.14% | 2.16% | 1.75% | 2.06% | 1.83% | 1.54% |
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | 1.42% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.83% | 1.36% | 1.46% | 1.48% | 1.29% |
Drawdowns
LSVEX vs. VMCIX - Drawdown Comparison
The maximum LSVEX drawdown since its inception was -65.39%, which is greater than VMCIX's maximum drawdown of -58.86%. Use the drawdown chart below to compare losses from any high point for LSVEX and VMCIX. For additional features, visit the drawdowns tool.
Volatility
LSVEX vs. VMCIX - Volatility Comparison
LSV Value Equity Fund (LSVEX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) have volatilities of 2.71% and 2.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.