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LVAQX vs VSIIX
LVAQX vs VSIIX Comparison
Open Charts LVAQX vs VSIIX
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
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.
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).
| 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 | 1.508 | 2.040 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 54B | 1% |
| Annual Yield % from dividends | 1.37 | 2.12 | 65% |
| Returns for 1 year | 6.56 | 11.69 | 56% |
| Returns for 3 years | 31.19 | 34.90 | 89% |
| Returns for 5 years | 109.78 | 94.15 | 117% |
| Returns for 10 years | 62.93 | 96.60 | 65% |
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