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LSVQX vs VSIAX
LSVQX vs VSIAX Comparison
Open Charts LSVQX vs VSIAX
LSV Small Cap Value Institutional
Price$18.79
Change+$0.19 (+1.02%)
VolumeN/A
Net Assets575.49M
Vanguard Small Cap Value Index Admiral
Price$86.21
Change+$0.92 (+1.08%)
VolumeN/A
Net Assets55.61B
LSVQX vs VSIAX Comparison Chart in %
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LSVQX vs. VSIAX commentary
Jul 18, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. LSVQX (575M). VSIAX pays higher dividends than LSVQX: VSIAX (2.11) vs LSVQX (1.77). LSVQX was incepted earlier than VSIAX: LSVQX (12 years) vs VSIAX (14 years). LSVQX (0.85) is less costly to investors than VSIAX (0.07). LSVQX is a more actively managed with annual turnover of: 25.00 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 : 2.39 vs. LSVQX (-3.38). LSVQX return over 5 years is better than : 104.83 vs. VSIAX (85.67).
| LSVQX | VSIAX | LSVQX / VSIAX | |
| Total Expense Ratio | 0.85 | 0.07 | 1,214% |
| Annual Report Gross Expense Ratio | 0.85 | 0.07 | 1,214% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 0.162 | 0.431 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 55.6B | 1% |
| Annual Yield % from dividends | 1.77 | 2.11 | 84% |
| Returns for 1 year | -3.38 | 2.39 | -142% |
| Returns for 3 years | 29.76 | 33.13 | 90% |
| Returns for 5 years | 104.83 | 85.67 | 122% |
| Returns for 10 years | 64.64 | 93.09 | 69% |
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