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LVAQX vs VSIAX
LVAQX vs VSIAX Comparison
Open Charts LVAQX vs VSIAX
LSV Small Cap Value Investor
Price$19.32
Change+$0.12 (+0.62%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.75
Change+$0.87 (+1.02%)
VolumeN/A
CapitalizationN/A
LVAQX vs VSIAX Comparison Chart
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LVAQX vs. VSIAX commentary
Dec 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. LVAQX (515M). 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 : 11.88 vs. LVAQX (3.90). VSIAX return over 5 years is better than : 47.32 vs. LVAQX (44.38).
| 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 | 6.740 | 11.356 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 63B | 1% |
| Annual Yield % from dividends | 1.35 | 2.01 | 67% |
| Returns for 1 year | 3.90 | 11.88 | 33% |
| Returns for 3 years | 18.99 | 15.75 | 121% |
| Returns for 5 years | 44.38 | 47.32 | 94% |
| Returns for 10 years | 65.96 | 97.07 | 68% |
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