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LVAQX vs VISVX
LVAQX vs VISVX Comparison
Open Charts LVAQX vs VISVX
LSV Small Cap Value Investor
Price$20.45
Change+$0.16 (+0.79%)
VolumeN/A
Net Assets596.01M
Vanguard Small Cap Value Index I
Price$52.29
Change+$0.55 (+1.06%)
VolumeN/A
Net Assets59.64B
LVAQX vs VISVX Comparison Chart in %
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LVAQX vs. VISVX commentary
Dec 13, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. LVAQX (596M). VISVX pays higher dividends than LVAQX: VISVX (1.86) vs LVAQX (1.26). LVAQX was incepted earlier than VISVX: LVAQX (12 years) vs VISVX (28 years). LVAQX (1.08) 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 : 3.65 vs. LVAQX (1.11). LVAQX return over 5 years is better than : 69.12 vs. VISVX (58.60).
| LVAQX | VISVX | LVAQX / VISVX | |
| Total Expense Ratio | 1.08 | 0.19 | 568% |
| Annual Report Gross Expense Ratio | 1.08 | 0.19 | 568% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 10.124 | 10.394 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 59.6B | 1% |
| Annual Yield % from dividends | 1.26 | 1.86 | 68% |
| Returns for 1 year | 1.11 | 3.65 | 30% |
| Returns for 3 years | 28.55 | 35.10 | 81% |
| Returns for 5 years | 69.12 | 58.60 | 118% |
| Returns for 10 years | 91.22 | 132.80 | 69% |
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