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LVAQX vs VSIAX
LVAQX vs VSIAX Comparison
Open Charts LVAQX vs VSIAX
LSV Small Cap Value Investor
Price$20.31
Change+$0.27 (+1.35%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.70
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
LVAQX vs VSIAX Comparison Chart
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LVAQX vs. VSIAX commentary
Nov 22, 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: 57.6B vs. LVAQX (523M). 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 : 30.11 vs. LVAQX (21.82). VSIAX (62.31) and LVAQX (59.85) 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 | 12.210 | 17.784 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 57.6B | 1% |
| Annual Yield % from dividends | 1.35 | 2.01 | 67% |
| Returns for 1 year | 21.82 | 30.11 | 72% |
| Returns for 3 years | 20.18 | 16.99 | 119% |
| Returns for 5 years | 59.85 | 62.31 | 96% |
| Returns for 10 years | 69.48 | 110.46 | 63% |
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