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LSVQX vs VSIAX
LSVQX vs VSIAX Comparison
Open Charts LSVQX vs VSIAX
LSV Small Cap Value Institutional
Price$19.27
Change-$0.06 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$84.88
Change-$0.35 (-0.41%)
VolumeN/A
CapitalizationN/A
LSVQX vs VSIAX Comparison Chart
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LSVQX vs. VSIAX commentary
Dec 20, 2024
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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. LSVQX (512M). VSIAX pays higher dividends than LSVQX: VSIAX (2.01) vs LSVQX (1.62). LSVQX was incepted earlier than VSIAX: LSVQX (12 years) vs VSIAX (13 years). LSVQX is a more actively managed with annual turnover of: 22.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than LSVQX: VSIAX (3000) vs LSVQX (100000). VSIAX annual gain was more profitable for investors over the last year : 12.18 vs. LSVQX (4.92). VSIAX (45.83) and LSVQX (45.34) have equivalent 5 years return.
| LSVQX | VSIAX | LSVQX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 6.288 | 10.226 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 63B | 1% |
| Annual Yield % from dividends | 1.62 | 2.01 | 80% |
| Returns for 1 year | 4.92 | 12.18 | 40% |
| Returns for 3 years | 22.30 | 17.91 | 125% |
| Returns for 5 years | 45.34 | 45.83 | 99% |
| Returns for 10 years | 70.14 | 96.10 | 73% |
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