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LSVQX vs VSIAX
LSVQX vs VSIAX Comparison
Open Charts LSVQX vs VSIAX
LSV Small Cap Value Institutional
Price$16.78
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets477.32M
Vanguard Small Cap Value Index Admiral
Price$76.94
Change-$0.28 (-0.36%)
VolumeN/A
Net Assets53.62B
LSVQX vs VSIAX Comparison Chart
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LSVQX vs. VSIAX commentary
Apr 28, 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: 53.6B vs. LSVQX (477M). VSIAX pays higher dividends than LSVQX: VSIAX (2.27) vs LSVQX (1.82). 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 : -0.91 vs. LSVQX (-5.29). LSVQX return over 5 years is better than : 121.43 vs. VSIAX (95.66).
| 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 | -9.639 | -9.514 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 53.6B | 1% |
| Annual Yield % from dividends | 1.82 | 2.27 | 80% |
| Returns for 1 year | -5.29 | -0.91 | 583% |
| Returns for 3 years | 10.70 | 9.28 | 115% |
| Returns for 5 years | 121.43 | 95.66 | 127% |
| Returns for 10 years | 44.18 | 70.36 | 63% |
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