LVAQX
Price
$18.85
Change
+$0.10 (+0.53%)
Updated
Jul 3 closing price
Net Assets
582.02M
VSIAX
Price
$86.66
Change
+$0.43 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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LVAQX vs VSIAX

Header iconLVAQX vs VSIAX Comparison
Open Charts LVAQX vs VSIAXBanner chart's image
LSV Small Cap Value Investor
Price$18.85
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets582.02M
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
LVAQX vs VSIAX Comparison Chart in %
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LVAQX vs. VSIAX 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 VSIAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. LVAQX (582M). VSIAX pays higher dividends than LVAQX: VSIAX (2.11) vs LVAQX (1.37). LVAQX was incepted earlier than VSIAX: LVAQX (11 years) vs VSIAX (14 years). LVAQX (1.10) 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 : 11.67 vs. LVAQX (6.56). LVAQX return over 5 years is better than : 109.78 vs. VSIAX (94.16).
LVAQXVSIAXLVAQX / VSIAX
Total Expense Ratio1.100.071,571%
Annual Report Gross Expense Ratio1.100.071,571%
Fund Existence11 years14 years-
Gain YTD1.5082.04474%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets582M54B1%
Annual Yield % from dividends1.372.1165%
Returns for 1 year6.5611.6756%
Returns for 3 years31.1934.8889%
Returns for 5 years109.7894.16117%
Returns for 10 years62.9396.5365%
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