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LSVQX vs VISVX
LSVQX vs VISVX Comparison
Open Charts LSVQX vs VISVX
LSV Small Cap Value Institutional
Price$18.86
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets584.79M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
LSVQX vs VISVX Comparison Chart in %
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LSVQX vs. VISVX commentary
Jul 27, 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 StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. LSVQX (585M). 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 : 5.54 vs. LSVQX (-2.13). LSVQX return over 5 years is better than : 104.80 vs. VISVX (88.78).
| 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 | 1.562 | 2.868 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 55.6B | 1% |
| Annual Yield % from dividends | 1.77 | 1.99 | 89% |
| Returns for 1 year | -2.13 | 5.54 | -38% |
| Returns for 3 years | 26.32 | 30.99 | 85% |
| Returns for 5 years | 104.80 | 88.78 | 118% |
| Returns for 10 years | 71.59 | 102.36 | 70% |
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