Interact to see
Advertisement
Advertisement
LSVQX vs VISVX
LSVQX vs VISVX Comparison
Open Charts LSVQX vs VISVX
LSV Small Cap Value Institutional
Price$17.61
Change-$0.29 (-1.62%)
VolumeN/A
Net Assets535.17M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
LSVQX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSVQX vs. VISVX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. LSVQX (535M). VISVX pays higher dividends than LSVQX: VISVX (2.11) vs LSVQX (1.83). 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 : 3.80 vs. LSVQX (0.23). LSVQX return over 5 years is better than : 92.76 vs. VISVX (80.48).
| 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 | -5.170 | -4.331 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 535M | 54B | 1% |
| Annual Yield % from dividends | 1.83 | 2.11 | 87% |
| Returns for 1 year | 0.23 | 3.80 | 6% |
| Returns for 3 years | 21.09 | 26.12 | 81% |
| Returns for 5 years | 92.76 | 80.48 | 115% |
| Returns for 10 years | 53.45 | 80.06 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers