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LSVQX vs VSIIX
LSVQX vs VSIIX Comparison
Open Charts LSVQX vs VSIIX
LSV Small Cap Value Institutional
Price$19.90
Change+$0.25 (+1.27%)
VolumeN/A
Net Assets631.36M
Vanguard Small Cap Value Index I
Price$50.65
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
LSVQX vs VSIIX Comparison Chart in %
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LSVQX vs. VSIIX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. LSVQX (631M). VSIIX pays higher dividends than LSVQX: VSIIX (1.98) vs LSVQX (1.63). LSVQX was incepted earlier than VSIIX: LSVQX (13 years) vs VSIIX (26 years). LSVQX (0.83) 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 : 10.21 vs. LSVQX (6.97). LSVQX return over 5 years is better than : 102.69 vs. VSIIX (86.40).
| LSVQX | VSIIX | LSVQX / VSIIX | |
| Total Expense Ratio | 0.83 | 0.06 | 1,383% |
| Annual Report Gross Expense Ratio | 0.83 | 0.06 | 1,383% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 7.216 | 6.695 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 59.2B | 1% |
| Annual Yield % from dividends | 1.63 | 1.98 | 82% |
| Returns for 1 year | 6.97 | 10.21 | 68% |
| Returns for 3 years | 35.06 | 36.67 | 96% |
| Returns for 5 years | 102.69 | 86.40 | 119% |
| Returns for 10 years | 89.06 | 117.87 | 76% |
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