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LSVAX vs VSMAX
LSVAX vs VSMAX Comparison
Open Charts LSVAX vs VSMAX
Loomis Sayles Small Cap Value Admin
Price$19.47
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets341.3M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
LSVAX vs VSMAX Comparison Chart in %
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LSVAX vs. VSMAX commentary
Aug 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. LSVAX (341M). VSMAX pays higher dividends than LSVAX: VSMAX (1.37) vs LSVAX (0.00). LSVAX was incepted earlier than VSMAX: LSVAX (28 years) vs VSMAX (25 years). LSVAX (1.47) is less costly to investors than VSMAX (0.05). LSVAX is a more actively managed with annual turnover of: 25.00 vs. VSMAX (13.00). 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 : 9.17 vs. LSVAX (-5.81). VSMAX return over 5 years is better than : 57.73 vs. LSVAX (-12.81).
| 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 | 28 years | 25 years | - |
| Gain YTD | 2.528 | 2.517 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -5.81 | 9.17 | -63% |
| Returns for 3 years | -19.51 | 20.48 | -95% |
| Returns for 5 years | -12.81 | 57.73 | -22% |
| Returns for 10 years | -41.62 | 113.12 | -37% |