LSVAX
Price
$19.23
Change
+$0.12 (+0.63%)
Updated
Jul 3 closing price
Net Assets
341.73M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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LSVAX vs VSMAX

Header iconLSVAX vs VSMAX Comparison
Open Charts LSVAX vs VSMAXBanner chart's image
Loomis Sayles Small Cap Value Admin
Price$19.23
Change+$0.12 (+0.63%)
VolumeN/A
Net Assets341.73M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
LSVAX vs VSMAX Comparison Chart in %
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VS
LSVAX vs. VSMAX 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 LSVAX is a Buy and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LSVAX (342M). VSMAX pays higher dividends than LSVAX: VSMAX (1.40) 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 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 : 12.25 vs. LSVAX (-5.41). VSMAX return over 5 years is better than : 69.54 vs. LSVAX (-4.19).
LSVAXVSMAXLSVAX / VSMAX
Total Expense Ratio1.400.052,800%
Annual Report Gross Expense Ratio1.470.052,940%
Fund Existence28 years25 years-
Gain YTD1.2641.44787%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets342M148B0%
Annual Yield % from dividends0.001.40-
Returns for 1 year-5.4112.25-44%
Returns for 3 years-8.9937.95-24%
Returns for 5 years-4.1969.54-6%
Returns for 10 years-43.97109.34-40%
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