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LSVAX vs VSMAX
LSVAX vs VSMAX Comparison
Open Charts LSVAX vs VSMAX
Loomis Sayles Small Cap Value Admin
Price$18.13
Change-$0.33 (-1.79%)
VolumeN/A
Net Assets322.3M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
LSVAX vs VSMAX Comparison Chart
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LSVAX vs. VSMAX commentary
Jun 16, 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 LSVAX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LSVAX (322M). VSMAX pays higher dividends than LSVAX: VSMAX (1.48) vs LSVAX (0.00). LSVAX was incepted earlier than VSMAX: LSVAX (27 years) vs VSMAX (25 years). LSVAX (1.47) is less costly to investors than VSMAX (0.05). LSVAX has a lower initial minimum investment than VSMAX: LSVAX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. LSVAX (-10.02). VSMAX return over 5 years is better than : 63.38 vs. LSVAX (-9.53).
| LSVAX | VSMAX | LSVAX / VSMAX | |
| Total Expense Ratio | 1.40 | 0.05 | 2,800% |
| Annual Report Gross Expense Ratio | 1.47 | 0.05 | 2,940% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -4.529 | -4.364 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | -10.02 | 5.22 | -192% |
| Returns for 3 years | -14.68 | 31.37 | -47% |
| Returns for 5 years | -9.53 | 63.38 | -15% |
| Returns for 10 years | -48.33 | 93.38 | -52% |
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