LVAQX
Price
$18.85
Change
+$0.10 (+0.53%)
Updated
Jul 3 closing price
Net Assets
582.02M
VSIIX
Price
$48.44
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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LVAQX vs VSIIX

Header iconLVAQX vs VSIIX Comparison
Open Charts LVAQX vs VSIIXBanner 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 I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
LVAQX vs VSIIX Comparison Chart in %
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VS
LVAQX vs. VSIIX 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 VSIIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. LVAQX (582M). VSIIX pays higher dividends than LVAQX: VSIIX (2.12) vs LVAQX (1.37). LVAQX was incepted earlier than VSIIX: LVAQX (11 years) vs VSIIX (26 years). LVAQX (1.10) is less costly to investors than VSIIX (0.06). LVAQX is a more actively managed with annual turnover of: 25.00 vs. VSIIX (16.00). LVAQX has a lower initial minimum investment than VSIIX: LVAQX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. LVAQX (6.56). LVAQX return over 5 years is better than : 109.78 vs. VSIIX (94.15).
LVAQXVSIIXLVAQX / VSIIX
Total Expense Ratio1.100.061,833%
Annual Report Gross Expense Ratio1.100.061,833%
Fund Existence11 years26 years-
Gain YTD1.5082.04074%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets582M54B1%
Annual Yield % from dividends1.372.1265%
Returns for 1 year6.5611.6956%
Returns for 3 years31.1934.9089%
Returns for 5 years109.7894.15117%
Returns for 10 years62.9396.6065%
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