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LSVQX vs VSIIX
LSVQX vs VSIIX Comparison
Open Charts LSVQX vs VSIIX
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$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
LSVQX vs VSIIX Comparison Chart in %
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LSVQX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. LSVQX (585M). VSIIX pays higher dividends than LSVQX: VSIIX (2.12) vs LSVQX (1.77). 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 : 5.59 vs. LSVQX (-2.13). LSVQX return over 5 years is better than : 104.80 vs. VSIIX (89.04).
| 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 | 1.562 | 2.903 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 55.6B | 1% |
| Annual Yield % from dividends | 1.77 | 2.12 | 84% |
| Returns for 1 year | -2.13 | 5.59 | -38% |
| Returns for 3 years | 26.32 | 31.09 | 85% |
| Returns for 5 years | 104.80 | 89.04 | 118% |
| Returns for 10 years | 71.59 | 102.89 | 70% |
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