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LVAQX vs VISVX
LVAQX vs VISVX Comparison
Open Charts LVAQX vs VISVX
LSV Small Cap Value Investor
Price$19.70
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets621.86M
Vanguard Small Cap Value Index I
Price$50.14
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets56.44B
LVAQX vs VISVX Comparison Chart in %
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LVAQX vs. VISVX commentary
Aug 29, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. LVAQX (622M). 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 : 7.40 vs. LVAQX (3.35). LVAQX return over 5 years is better than : 96.78 vs. VISVX (82.46).
| LVAQX | VISVX | LVAQX / VISVX | |
| Total Expense Ratio | 1.10 | 0.19 | 579% |
| Annual Report Gross Expense Ratio | 1.10 | 0.19 | 579% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 6.354 | 6.032 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 56.4B | 1% |
| Annual Yield % from dividends | 1.35 | 1.95 | 69% |
| Returns for 1 year | 3.35 | 7.40 | 45% |
| Returns for 3 years | 26.36 | 30.16 | 87% |
| Returns for 5 years | 96.78 | 82.46 | 117% |
| Returns for 10 years | 81.85 | 115.95 | 71% |
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