LVAQX
Price
$17.74
Change
+$0.23 (+1.31%)
Updated
Jun 6 closing price
Net Assets
527.09M
VSIAX
Price
$82.42
Change
+$0.99 (+1.22%)
Updated
Jun 6 closing price
Net Assets
54.02B
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LVAQX vs VSIAX

Header iconLVAQX vs VSIAX Comparison
Open Charts LVAQX vs VSIAXBanner chart's image
LSV Small Cap Value Investor
Price$17.74
Change+$0.23 (+1.31%)
VolumeN/A
Net Assets527.09M
Vanguard Small Cap Value Index Admiral
Price$82.42
Change+$0.99 (+1.22%)
VolumeN/A
Net Assets54.02B
LVAQX vs VSIAX Comparison Chart
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LVAQX vs. VSIAX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. LVAQX (527M). 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 : 3.02 vs. LVAQX (-1.62). LVAQX return over 5 years is better than : 70.05 vs. VSIAX (64.97).
LVAQXVSIAXLVAQX / VSIAX
Total Expense Ratio1.100.071,571%
Annual Report Gross Expense Ratio1.100.071,571%
Fund Existence11 years14 years-
Gain YTD-5.708-4.234135%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets527M54B1%
Annual Yield % from dividends1.412.2363%
Returns for 1 year-1.623.02-54%
Returns for 3 years7.8712.1465%
Returns for 5 years70.0564.97108%
Returns for 10 years50.7882.8661%
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