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LVAQX vs VSIAX
LVAQX vs VSIAX Comparison
Open Charts LVAQX vs VSIAX
LSV Small Cap Value Investor
Price$19.42
Change-$0.26 (-1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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LVAQX vs VSIAX Comparison Chart
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LVAQX vs. VSIAX commentary
Sep 21, 2024
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: 57.3B vs. LVAQX (480M). VSIAX pays higher dividends than LVAQX: VSIAX (2.01) vs LVAQX (1.35). LVAQX was incepted earlier than VSIAX: LVAQX (10 years) vs VSIAX (13 years). LVAQX is a more actively managed with annual turnover of: 22.00 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 : 25.86 vs. LVAQX (19.73). LVAQX (58.75) and VSIAX (57.13) have equivalent 5 years return.
| LVAQX | VSIAX | LVAQX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 7.293 | 11.368 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 57.3B | 1% |
| Annual Yield % from dividends | 1.35 | 2.01 | 67% |
| Returns for 1 year | 19.73 | 25.86 | 76% |
| Returns for 3 years | 27.43 | 21.48 | 128% |
| Returns for 5 years | 58.75 | 57.13 | 103% |
| Returns for 10 years | 72.42 | 109.18 | 66% |