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LSVQX vs VSIIX
LSVQX vs VSIIX Comparison
Open Charts LSVQX vs VSIIX
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$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
LSVQX vs VSIIX Comparison Chart in %
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VS
VS
LSVQX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. LSVQX (582M). 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 : 11.69 vs. LSVQX (6.86). LSVQX return over 5 years is better than : 112.63 vs. VSIIX (94.15).
| 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 | 1.669 | 2.040 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 54B | 1% |
| Annual Yield % from dividends | 1.77 | 2.12 | 84% |
| Returns for 1 year | 6.86 | 11.69 | 59% |
| Returns for 3 years | 32.24 | 34.90 | 92% |
| Returns for 5 years | 112.63 | 94.15 | 120% |
| Returns for 10 years | 67.37 | 96.60 | 70% |
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