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LSVQX vs VISVX
LSVQX vs VISVX Comparison
Open Charts LSVQX vs VISVX
LSV Small Cap Value Institutional
Price$18.88
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets582.02M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
LSVQX vs VISVX Comparison Chart in %
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LSVQX vs. VISVX commentary
Jul 07, 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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. LSVQX (582M). VISVX pays higher dividends than LSVQX: VISVX (1.99) vs LSVQX (1.77). 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 : 11.64 vs. LSVQX (6.86). LSVQX return over 5 years is better than : 112.63 vs. VISVX (94.00).
| 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 | 1.669 | 2.024 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 54B | 1% |
| Annual Yield % from dividends | 1.77 | 1.99 | 89% |
| Returns for 1 year | 6.86 | 11.64 | 59% |
| Returns for 3 years | 32.24 | 34.76 | 93% |
| Returns for 5 years | 112.63 | 94.00 | 120% |
| Returns for 10 years | 67.37 | 96.11 | 70% |
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