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LSVQX vs VISVX
LSVQX vs VISVX Comparison
Open Charts LSVQX vs VISVX
LSV Small Cap Value Institutional
Price$19.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets625.23M
Vanguard Small Cap Value Index I
Price$49.73
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets56.44B
LSVQX vs VISVX Comparison Chart in %
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LSVQX vs. VISVX commentary
Sep 04, 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 LSVQX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. LSVQX (625M). VISVX pays higher dividends than LSVQX: VISVX (1.86) vs LSVQX (1.63). LSVQX was incepted earlier than VISVX: LSVQX (13 years) vs VISVX (27 years). LSVQX (0.85) is less costly to investors than VISVX (0.19). LSVQX is a more actively managed with annual turnover of: 25.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than LSVQX: VISVX (3000) vs LSVQX (100000). VISVX annual gain was more profitable for investors over the last year : 7.56 vs. LSVQX (4.26). LSVQX return over 5 years is better than : 100.04 vs. VISVX (83.33).
| LSVQX | VISVX | LSVQX / VISVX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 0.85 | 0.19 | 447% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 5.816 | 5.019 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 56.4B | 1% |
| Annual Yield % from dividends | 1.63 | 1.86 | 88% |
| Returns for 1 year | 4.26 | 7.56 | 56% |
| Returns for 3 years | 31.53 | 33.38 | 94% |
| Returns for 5 years | 100.04 | 83.33 | 120% |
| Returns for 10 years | 89.65 | 118.93 | 75% |
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