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LSVQX vs VSIAX
LSVQX vs VSIAX Comparison
Open Charts LSVQX vs VSIAX
LSV Small Cap Value Institutional
Price$16.70
Change-$1.25 (-6.96%)
VolumeN/A
Net Assets504.65M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
LSVQX vs VSIAX Comparison Chart
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LSVQX vs. VSIAX commentary
Apr 04, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. LSVQX (505M). 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 : 1.33 vs. LSVQX (-0.83). LSVQX return over 5 years is better than : 174.75 vs. VSIAX (138.18).
| 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 | -3.339 | -4.128 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 57.6B | 1% |
| Annual Yield % from dividends | 1.82 | 2.27 | 80% |
| Returns for 1 year | -0.83 | 1.33 | -63% |
| Returns for 3 years | 11.52 | 9.17 | 126% |
| Returns for 5 years | 174.75 | 138.18 | 126% |
| Returns for 10 years | 53.56 | 80.20 | 67% |
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