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LVAQX vs VISVX
LVAQX vs VISVX Comparison
Open Charts LVAQX vs VISVX
LSV Small Cap Value Investor
Price$19.73
Change+$0.18 (+0.92%)
VolumeN/A
Net Assets634.65M
Vanguard Small Cap Value Index I
Price$50.20
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
LVAQX vs VISVX Comparison Chart in %
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LVAQX vs. VISVX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. LVAQX (635M). VISVX pays higher dividends than LVAQX: VISVX (1.86) vs LVAQX (1.26). LVAQX was incepted earlier than VISVX: LVAQX (11 years) vs VISVX (27 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 : 5.25 vs. LVAQX (3.99). LVAQX return over 5 years is better than : 113.39 vs. VISVX (96.62).
| LVAQX | VISVX | LVAQX / VISVX | |
| Total Expense Ratio | 1.08 | 0.19 | 568% |
| Annual Report Gross Expense Ratio | 1.08 | 0.19 | 568% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 6.247 | 5.884 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 59.2B | 1% |
| Annual Yield % from dividends | 1.26 | 1.86 | 68% |
| Returns for 1 year | 3.99 | 5.25 | 76% |
| Returns for 3 years | 44.22 | 47.78 | 93% |
| Returns for 5 years | 113.39 | 96.62 | 117% |
| Returns for 10 years | 89.12 | 128.55 | 69% |
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