LVAQX
Price
$18.83
Change
+$0.06 (+0.32%)
Updated
Jul 25 closing price
Net Assets
584.79M
VISVX
Price
$48.77
Change
+$0.25 (+0.52%)
Updated
Jul 25 closing price
Net Assets
55.61B
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LVAQX vs VISVX

Header iconLVAQX vs VISVX Comparison
Open Charts LVAQX vs VISVXBanner chart's image
LSV Small Cap Value Investor
Price$18.83
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets584.79M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
LVAQX vs VISVX Comparison Chart in %
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LVAQX vs. VISVX 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 LVAQX is a StrongBuy and VISVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. LVAQX (585M). VISVX pays higher dividends than LVAQX: VISVX (1.99) vs LVAQX (1.37). LVAQX was incepted earlier than VISVX: LVAQX (11 years) vs VISVX (27 years). LVAQX (1.10) is less costly to investors than VISVX (0.19). LVAQX is a more actively managed with annual turnover of: 25.00 vs. VISVX (16.00). LVAQX has a lower initial minimum investment than VISVX: LVAQX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. LVAQX (-2.38). LVAQX return over 5 years is better than : 102.23 vs. VISVX (88.78).
LVAQXVISVXLVAQX / VISVX
Total Expense Ratio1.100.19579%
Annual Report Gross Expense Ratio1.100.19579%
Fund Existence11 years27 years-
Gain YTD1.4002.86849%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets585M55.6B1%
Annual Yield % from dividends1.371.9969%
Returns for 1 year-2.385.54-43%
Returns for 3 years25.3830.9982%
Returns for 5 years102.2388.78115%
Returns for 10 years67.18102.3666%
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