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LVAQX vs VSIIX
LVAQX vs VSIIX Comparison
Open Charts LVAQX vs VSIIX
LSV Small Cap Value Investor
Price$19.49
Change+$0.23 (+1.19%)
VolumeN/A
Net Assets602.36M
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
LVAQX vs VSIIX Comparison Chart in %
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VS
VS
LVAQX vs. VSIIX commentary
Feb 04, 2026
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 StrongBuy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. LVAQX (602M). VSIIX pays higher dividends than LVAQX: VSIIX (1.86) vs LVAQX (1.56). LVAQX was incepted earlier than VSIIX: LVAQX (12 years) vs VSIIX (26 years). LVAQX (1.08) is less costly to investors than VSIIX (0.06). LVAQX is a more actively managed with annual turnover of: 33.00 vs. VSIIX (16.00). LVAQX has a lower initial minimum investment than VSIIX: LVAQX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 12.05 vs. LVAQX (6.11). VSIIX return over 5 years is better than : 51.14 vs. LVAQX (46.38).
| LVAQX | VSIIX | LVAQX / VSIIX | |
| Total Expense Ratio | 1.08 | 0.06 | 1,800% |
| Annual Report Gross Expense Ratio | 1.08 | 0.06 | 1,800% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 5.694 | 6.545 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 59.8B | 1% |
| Annual Yield % from dividends | 1.56 | 1.86 | 84% |
| Returns for 1 year | 6.11 | 12.05 | 51% |
| Returns for 3 years | 14.15 | 29.92 | 47% |
| Returns for 5 years | 46.38 | 51.14 | 91% |
| Returns for 10 years | 105.58 | 162.42 | 65% |
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