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LVAQX vs VSIIX
LVAQX vs VSIIX Comparison
Open Charts LVAQX vs VSIIX
LSV Small Cap Value Investor
Price$18.34
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets573.5M
Vanguard Small Cap Value Index I
Price$47.56
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets56.44B
LVAQX vs VSIIX Comparison Chart in %
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VS
LVAQX vs. VSIIX commentary
Aug 08, 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. LVAQX (573M). VSIIX pays higher dividends than LVAQX: VSIIX (2.08) vs LVAQX (1.35). LVAQX was incepted earlier than VSIIX: LVAQX (11 years) vs VSIIX (26 years). LVAQX (1.10) is less costly to investors than VSIIX (0.06). LVAQX is a more actively managed with annual turnover of: 25.00 vs. VSIIX (16.00). LVAQX has a lower initial minimum investment than VSIIX: LVAQX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 8.86 vs. LVAQX (3.21). LVAQX return over 5 years is better than : 86.24 vs. VSIIX (74.38).
| LVAQX | VSIIX | LVAQX / VSIIX | |
| Total Expense Ratio | 1.10 | 0.06 | 1,833% |
| Annual Report Gross Expense Ratio | 1.10 | 0.06 | 1,833% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -1.023 | 0.249 | -411% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 573M | 56.4B | 1% |
| Annual Yield % from dividends | 1.35 | 2.08 | 65% |
| Returns for 1 year | 3.21 | 8.86 | 36% |
| Returns for 3 years | 16.73 | 22.22 | 75% |
| Returns for 5 years | 86.24 | 74.38 | 116% |
| Returns for 10 years | 61.43 | 94.58 | 65% |
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