LVAQX
Price
$18.34
Change
-$0.04 (-0.22%)
Updated
Aug 7 closing price
Net Assets
573.5M
VISVX
Price
$47.49
Change
-$0.03 (-0.06%)
Updated
Aug 7 closing price
Net Assets
56.44B
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LVAQX vs VISVX

Header iconLVAQX vs VISVX Comparison
Open Charts LVAQX vs VISVXBanner chart's image
LSV Small Cap Value Investor
Price$18.34
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets573.5M
Vanguard Small Cap Value Index I
Price$47.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets56.44B
LVAQX vs VISVX Comparison Chart in %
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LVAQX vs. VISVX commentary
Aug 08, 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 LVAQX is a Hold and VISVX is a Hold.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. LVAQX (573M). VISVX pays higher dividends than LVAQX: VISVX (1.95) vs LVAQX (1.35). LVAQX was incepted earlier than VISVX: LVAQX (11 years) vs VISVX (27 years). LVAQX (1.10) is less costly to investors than VISVX (0.19). LVAQX is a more actively managed with annual turnover of: 25.00 vs. VISVX (16.00). LVAQX has a lower initial minimum investment than VISVX: LVAQX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 8.83 vs. LVAQX (3.21). LVAQX return over 5 years is better than : 86.24 vs. VISVX (74.21).
LVAQXVISVXLVAQX / VISVX
Total Expense Ratio1.100.19579%
Annual Report Gross Expense Ratio1.100.19579%
Fund Existence11 years27 years-
Gain YTD-1.0230.231-442%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets573M56.4B1%
Annual Yield % from dividends1.351.9569%
Returns for 1 year3.218.8336%
Returns for 3 years16.7322.1476%
Returns for 5 years86.2474.21116%
Returns for 10 years61.4394.1065%
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