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LSVQX vs VSIAX
LSVQX vs VSIAX Comparison
Open Charts LSVQX vs VSIAX
LSV Small Cap Value Institutional
Price$19.24
Change-$0.17 (-0.88%)
VolumeN/A
Net Assets569.47M
Vanguard Small Cap Value Index Admiral
Price$88.55
Change-$1.22 (-1.36%)
VolumeN/A
Net Assets58.35B
LSVQX vs VSIAX Comparison Chart in %
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LSVQX vs. VSIAX commentary
Nov 14, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. LSVQX (569M). VSIAX pays higher dividends than LSVQX: VSIAX (2.02) vs LSVQX (1.69). LSVQX was incepted earlier than VSIAX: LSVQX (13 years) vs VSIAX (14 years). LSVQX (0.83) is less costly to investors than VSIAX (0.07). LSVQX is a more actively managed with annual turnover of: 25.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than LSVQX: VSIAX (3000) vs LSVQX (100000). VSIAX annual gain was more profitable for investors over the last year : -0.53 vs. LSVQX (-4.35). LSVQX return over 5 years is better than : 74.98 vs. VSIAX (65.19).
| LSVQX | VSIAX | LSVQX / VSIAX | |
| Total Expense Ratio | 0.83 | 0.07 | 1,186% |
| Annual Report Gross Expense Ratio | 0.83 | 0.07 | 1,186% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 3.608 | 5.811 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 569M | 58.3B | 1% |
| Annual Yield % from dividends | 1.69 | 2.02 | 84% |
| Returns for 1 year | -4.35 | -0.53 | 817% |
| Returns for 3 years | 21.18 | 27.41 | 77% |
| Returns for 5 years | 74.98 | 65.19 | 115% |
| Returns for 10 years | 76.42 | 117.18 | 65% |
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