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LVAQX vs VSIAX
LVAQX vs VSIAX Comparison
Open Charts LVAQX vs VSIAX
LSV Small Cap Value Investor
Price$16.69
Change-$1.24 (-6.92%)
VolumeN/A
Net Assets504.65M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
LVAQX vs VSIAX Comparison Chart
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LVAQX 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 LVAQX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. LVAQX (505M). VSIAX pays higher dividends than LVAQX: VSIAX (2.27) vs LVAQX (1.40). LVAQX was incepted earlier than VSIAX: LVAQX (11 years) vs VSIAX (14 years). LVAQX (1.10) is less costly to investors than VSIAX (0.07). LVAQX is a more actively managed with annual turnover of: 25.00 vs. VSIAX (16.00). LVAQX has a lower initial minimum investment than VSIAX: LVAQX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 1.33 vs. LVAQX (-1.12). LVAQX return over 5 years is better than : 171.11 vs. VSIAX (138.18).
| LVAQX | VSIAX | LVAQX / VSIAX | |
| Total Expense Ratio | 1.10 | 0.07 | 1,571% |
| Annual Report Gross Expense Ratio | 1.10 | 0.07 | 1,571% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -3.446 | -4.128 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 57.6B | 1% |
| Annual Yield % from dividends | 1.40 | 2.27 | 62% |
| Returns for 1 year | -1.12 | 1.33 | -84% |
| Returns for 3 years | 10.65 | 9.17 | 116% |
| Returns for 5 years | 171.11 | 138.18 | 124% |
| Returns for 10 years | 49.56 | 80.20 | 62% |
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