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LVAQX vs VISVX
LVAQX vs VISVX Comparison
Open Charts LVAQX vs VISVX
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.
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).
| LVAQX | VISVX | LVAQX / VISVX | |
| Total Expense Ratio | 1.10 | 0.19 | 579% |
| Annual Report Gross Expense Ratio | 1.10 | 0.19 | 579% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 1.400 | 2.868 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 55.6B | 1% |
| Annual Yield % from dividends | 1.37 | 1.99 | 69% |
| Returns for 1 year | -2.38 | 5.54 | -43% |
| Returns for 3 years | 25.38 | 30.99 | 82% |
| Returns for 5 years | 102.23 | 88.78 | 115% |
| Returns for 10 years | 67.18 | 102.36 | 66% |
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