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LVAQX vs VSIAX
LVAQX vs VSIAX Comparison
Open Charts LVAQX vs VSIAX
LSV Small Cap Value Investor
Price$18.44
Change-$0.34 (-1.81%)
VolumeN/A
Net Assets523.53M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
LVAQX vs VSIAX Comparison Chart
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LVAQX vs. VSIAX commentary
Feb 23, 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: 60.2B vs. LVAQX (524M). VSIAX pays higher dividends than LVAQX: VSIAX (2.01) vs LVAQX (1.35). LVAQX was incepted earlier than VSIAX: LVAQX (11 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 : 9.98 vs. LVAQX (5.89). VSIAX (47.61) and LVAQX (46.63) 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 | 11 years | 13 years | - |
| Gain YTD | -0.700 | -0.294 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 60.2B | 1% |
| Annual Yield % from dividends | 1.35 | 2.01 | 67% |
| Returns for 1 year | 5.89 | 9.98 | 59% |
| Returns for 3 years | 15.43 | 17.97 | 86% |
| Returns for 5 years | 46.63 | 47.61 | 98% |
| Returns for 10 years | 58.79 | 90.53 | 65% |
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