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LSVQX vs VSIIX
LSVQX vs VSIIX Comparison
Open Charts LSVQX vs VSIIX
LSV Small Cap Value Institutional
Price$18.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets574.58M
Vanguard Small Cap Value Index I
Price$47.49
Change-$0.15 (-0.31%)
VolumeN/A
Net Assets56.44B
LSVQX vs VSIIX Comparison Chart in %
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LSVQX vs. VSIIX commentary
Aug 12, 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. LSVQX (575M). VSIIX pays higher dividends than LSVQX: VSIIX (2.08) vs LSVQX (1.75). LSVQX was incepted earlier than VSIIX: LSVQX (12 years) vs VSIIX (26 years). LSVQX (0.85) is less costly to investors than VSIIX (0.06). LSVQX is a more actively managed with annual turnover of: 25.00 vs. VSIIX (16.00). LSVQX has a lower initial minimum investment than VSIIX: LSVQX (100000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 6.64 vs. LSVQX (1.65). LSVQX return over 5 years is better than : 82.75 vs. VSIIX (71.73).
| LSVQX | VSIIX | LSVQX / VSIIX | |
| Total Expense Ratio | 0.85 | 0.06 | 1,417% |
| Annual Report Gross Expense Ratio | 0.85 | 0.06 | 1,417% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | -0.808 | 0.354 | -228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 56.4B | 1% |
| Annual Yield % from dividends | 1.75 | 2.08 | 84% |
| Returns for 1 year | 1.65 | 6.64 | 25% |
| Returns for 3 years | 13.25 | 17.56 | 75% |
| Returns for 5 years | 82.75 | 71.73 | 115% |
| Returns for 10 years | 66.56 | 95.62 | 70% |
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