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LVAQX vs VSIAX
LVAQX vs VSIAX Comparison
Open Charts LVAQX vs VSIAX
LSV Small Cap Value Investor
Price$18.11
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets556.74M
Vanguard Small Cap Value Index Admiral
Price$84.16
Change+$0.17 (+0.20%)
VolumeN/A
Net Assets54.02B
LVAQX vs VSIAX Comparison Chart in %
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LVAQX vs. VSIAX commentary
Jun 30, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. LVAQX (557M). VSIAX pays higher dividends than LVAQX: VSIAX (2.23) vs LVAQX (1.41). 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 : 8.42 vs. LVAQX (3.01). LVAQX return over 5 years is better than : 108.23 vs. VSIAX (95.09).
| 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 | -2.477 | -1.023 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 557M | 54B | 1% |
| Annual Yield % from dividends | 1.41 | 2.23 | 63% |
| Returns for 1 year | 3.01 | 8.42 | 36% |
| Returns for 3 years | 25.12 | 30.21 | 83% |
| Returns for 5 years | 108.23 | 95.09 | 114% |
| Returns for 10 years | 56.30 | 90.33 | 62% |