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LVAQX vs VISVX
LVAQX vs VISVX Comparison
Open Charts LVAQX vs VISVX
LSV Small Cap Value Investor
Price$18.85
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets582.02M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
LVAQX vs VISVX Comparison Chart in %
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LVAQX vs. VISVX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. LVAQX (582M). 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 : 11.64 vs. LVAQX (6.56). LVAQX return over 5 years is better than : 109.78 vs. VISVX (94.00).
| 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 | 1.508 | 2.024 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 54B | 1% |
| Annual Yield % from dividends | 1.37 | 1.99 | 69% |
| Returns for 1 year | 6.56 | 11.64 | 56% |
| Returns for 3 years | 31.19 | 34.76 | 90% |
| Returns for 5 years | 109.78 | 94.00 | 117% |
| Returns for 10 years | 62.93 | 96.11 | 65% |
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