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LVAQX vs VSIAX
LVAQX vs VSIAX Comparison
Open Charts LVAQX vs VSIAX
LSV Small Cap Value Investor
Price$19.73
Change+$0.18 (+0.92%)
VolumeN/A
Net Assets634.65M
Vanguard Small Cap Value Index Admiral
Price$89.97
Change+$0.98 (+1.10%)
VolumeN/A
Net Assets59.22B
LVAQX vs VSIAX Comparison Chart in %
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LVAQX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. LVAQX (635M). VSIAX pays higher dividends than LVAQX: VSIAX (1.97) vs LVAQX (1.26). LVAQX was incepted earlier than VSIAX: LVAQX (11 years) vs VSIAX (14 years). LVAQX (1.08) is less costly to investors than VSIAX (0.07). LVAQX is a more actively managed with annual turnover of: 25.00 vs. VSIAX (16.00). LVAQX has a lower initial minimum investment than VSIAX: LVAQX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 5.32 vs. LVAQX (3.99). LVAQX return over 5 years is better than : 113.39 vs. VSIAX (96.92).
| LVAQX | VSIAX | LVAQX / VSIAX | |
| Total Expense Ratio | 1.08 | 0.07 | 1,543% |
| Annual Report Gross Expense Ratio | 1.08 | 0.07 | 1,543% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 6.247 | 5.942 | 105% |
| 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 | 1.97 | 64% |
| Returns for 1 year | 3.99 | 5.32 | 75% |
| Returns for 3 years | 44.22 | 47.93 | 92% |
| Returns for 5 years | 113.39 | 96.92 | 117% |
| Returns for 10 years | 89.12 | 129.26 | 69% |
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