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LVAQX vs VSIAX
LVAQX vs VSIAX Comparison
Open Charts LVAQX vs VSIAX
LSV Small Cap Value Investor
Price$16.53
Change+$0.16 (+0.98%)
VolumeN/A
Net Assets463.92M
Vanguard Small Cap Value Index Admiral
Price$75.74
Change+$0.88 (+1.18%)
VolumeN/A
Net Assets53.62B
LVAQX vs VSIAX Comparison Chart
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LVAQX vs. VSIAX commentary
Apr 25, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. LVAQX (464M). 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 : -4.25 vs. LVAQX (-8.38). LVAQX return over 5 years is better than : 113.58 vs. VSIAX (90.37).
| 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 | -11.847 | -11.960 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 53.6B | 1% |
| Annual Yield % from dividends | 1.40 | 2.27 | 62% |
| Returns for 1 year | -8.38 | -4.25 | 197% |
| Returns for 3 years | 4.41 | 3.74 | 118% |
| Returns for 5 years | 113.58 | 90.37 | 126% |
| Returns for 10 years | 37.45 | 65.51 | 57% |
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