LSVQX
Price
$17.76
Change
+$0.22 (+1.25%)
Updated
Jun 6 closing price
Net Assets
527.09M
VSIAX
Price
$82.42
Change
+$0.99 (+1.22%)
Updated
Jun 6 closing price
Net Assets
54.02B
Interact to see
Advertisement

LSVQX vs VSIAX

Header iconLSVQX vs VSIAX Comparison
Open Charts LSVQX vs VSIAXBanner chart's image
LSV Small Cap Value Institutional
Price$17.76
Change+$0.22 (+1.25%)
VolumeN/A
Net Assets527.09M
Vanguard Small Cap Value Index Admiral
Price$82.42
Change+$0.99 (+1.22%)
VolumeN/A
Net Assets54.02B
LSVQX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
LSVQX vs. VSIAX commentary
Jun 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. LSVQX (527M). 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 : 3.02 vs. LSVQX (-1.33). LSVQX return over 5 years is better than : 72.29 vs. VSIAX (64.97).
LSVQXVSIAXLSVQX / VSIAX
Total Expense Ratio0.850.071,214%
Annual Report Gross Expense Ratio0.850.071,214%
Fund Existence12 years14 years-
Gain YTD-5.547-4.234131%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets527M54B1%
Annual Yield % from dividends1.832.2382%
Returns for 1 year-1.333.02-44%
Returns for 3 years8.7912.1472%
Returns for 5 years72.2964.97111%
Returns for 10 years54.9082.8666%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DODWX15.400.12
+0.79%
Dodge & Cox Global Stock I
IARIX16.97N/A
N/A
Invesco Real Estate R5
LCGRX23.78N/A
N/A
Loomis Sayles Small Cap Growth Retail
RYTAX185.98N/A
N/A
Rydex Technology H
DESRX22.59N/A
N/A
DWS ESG Core Equity R