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LSVQX vs VSIIX
LSVQX vs VSIIX Comparison
Open Charts LSVQX vs VSIIX
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$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
LSVQX vs VSIIX Comparison Chart
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LSVQX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. LSVQX (535M). VSIIX pays higher dividends than LSVQX: VSIIX (2.24) vs LSVQX (1.83). LSVQX was incepted earlier than VSIIX: LSVQX (12 years) vs VSIIX (26 years). LSVQX (0.85) is less costly to investors than VSIIX (0.06). LSVQX is a more actively managed with annual turnover of: 25.00 vs. VSIIX (16.00). LSVQX has a lower initial minimum investment than VSIIX: LSVQX (100000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 3.81 vs. LSVQX (0.23). LSVQX return over 5 years is better than : 92.76 vs. VSIIX (80.64).
| LSVQX | VSIIX | LSVQX / VSIIX | |
| Total Expense Ratio | 0.85 | 0.06 | 1,417% |
| Annual Report Gross Expense Ratio | 0.85 | 0.06 | 1,417% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | -5.170 | -4.316 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 535M | 54B | 1% |
| Annual Yield % from dividends | 1.83 | 2.24 | 81% |
| Returns for 1 year | 0.23 | 3.81 | 6% |
| Returns for 3 years | 21.09 | 26.18 | 81% |
| Returns for 5 years | 92.76 | 80.64 | 115% |
| Returns for 10 years | 53.45 | 80.51 | 66% |
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