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LSVQX vs VSIAX
LSVQX vs VSIAX Comparison
Open Charts LSVQX vs VSIAX
LSV Small Cap Value Institutional
Price$20.14
Change-$0.17 (-0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
LSVQX vs VSIAX Comparison Chart
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LSVQX vs. VSIAX commentary
Nov 18, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. LSVQX (520M). 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 : 28.76 vs. LSVQX (21.71). VSIAX (57.44) and LSVQX (57.21) 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 | 11.087 | 15.498 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 520M | 57.6B | 1% |
| Annual Yield % from dividends | 1.62 | 2.01 | 80% |
| Returns for 1 year | 21.71 | 28.76 | 75% |
| Returns for 3 years | 18.40 | 13.29 | 138% |
| Returns for 5 years | 57.21 | 57.44 | 100% |
| Returns for 10 years | 73.48 | 108.79 | 68% |
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