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LVAQX vs VSIIX
LVAQX vs VSIIX Comparison
Open Charts LVAQX vs VSIIX
LSV Small Cap Value Investor
Price$17.58
Change-$0.30 (-1.68%)
VolumeN/A
Net Assets543.37M
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
LVAQX vs VSIIX Comparison Chart
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LVAQX vs. VSIIX commentary
Jun 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. LVAQX (543M). VSIIX pays higher dividends than LVAQX: VSIIX (2.24) vs LVAQX (1.41). 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 : 3.81 vs. LVAQX (-0.06). LVAQX return over 5 years is better than : 90.14 vs. VSIIX (80.64).
| LVAQX | VSIIX | LVAQX / VSIIX | |
| Total Expense Ratio | 1.10 | 0.06 | 1,833% |
| Annual Report Gross Expense Ratio | 1.10 | 0.06 | 1,833% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -5.331 | -4.316 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 543M | 54B | 1% |
| Annual Yield % from dividends | 1.41 | 2.24 | 63% |
| Returns for 1 year | -0.06 | 3.81 | -2% |
| Returns for 3 years | 20.11 | 26.18 | 77% |
| Returns for 5 years | 90.14 | 80.64 | 112% |
| Returns for 10 years | 49.47 | 80.51 | 61% |
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