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LSVQX vs VISVX
LSVQX vs VISVX Comparison
Open Charts LSVQX vs VISVX
LSV Small Cap Value Institutional
Price$18.98
Change-$0.18 (-0.94%)
VolumeN/A
Net Assets600.89M
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
LSVQX vs VISVX Comparison Chart in %
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LSVQX vs. VISVX commentary
Aug 18, 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 LSVQX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. LSVQX (601M). VISVX pays higher dividends than LSVQX: VISVX (1.95) vs LSVQX (1.75). LSVQX was incepted earlier than VISVX: LSVQX (12 years) vs VISVX (27 years). LSVQX (0.85) is less costly to investors than VISVX (0.19). LSVQX is a more actively managed with annual turnover of: 25.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than LSVQX: VISVX (3000) vs LSVQX (100000). VISVX annual gain was more profitable for investors over the last year : 6.61 vs. LSVQX (2.46). LSVQX return over 5 years is better than : 89.51 vs. VISVX (76.46).
| LSVQX | VISVX | LSVQX / VISVX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 0.85 | 0.19 | 447% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 2.208 | 2.657 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 56.4B | 1% |
| Annual Yield % from dividends | 1.75 | 1.95 | 90% |
| Returns for 1 year | 2.46 | 6.61 | 37% |
| Returns for 3 years | 15.81 | 19.23 | 82% |
| Returns for 5 years | 89.51 | 76.46 | 117% |
| Returns for 10 years | 71.23 | 99.26 | 72% |
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