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LSVQX vs VSIAX
LSVQX vs VSIAX Comparison
Open Charts LSVQX vs VSIAX
LSV Small Cap Value Institutional
Price$18.10
Change+$0.26 (+1.46%)
VolumeN/A
Net Assets546.78M
Vanguard Small Cap Value Index Admiral
Price$84.16
Change+$0.17 (+0.20%)
VolumeN/A
Net Assets54.02B
LSVQX vs VSIAX Comparison Chart in %
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LSVQX vs. VSIAX commentary
Jun 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. LSVQX (547M). VSIAX pays higher dividends than LSVQX: VSIAX (2.23) vs LSVQX (1.83). 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 : 6.48 vs. LSVQX (1.76). LSVQX return over 5 years is better than : 107.34 vs. VSIAX (91.98).
| 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 | -3.931 | -2.599 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 547M | 54B | 1% |
| Annual Yield % from dividends | 1.83 | 2.23 | 82% |
| Returns for 1 year | 1.76 | 6.48 | 27% |
| Returns for 3 years | 22.44 | 26.70 | 84% |
| Returns for 5 years | 107.34 | 91.98 | 117% |
| Returns for 10 years | 58.03 | 87.46 | 66% |
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