Interact to see
Advertisement
Advertisement
LSVAX vs VSMAX
LSVAX vs VSMAX Comparison
Open Charts LSVAX vs VSMAX
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 %
Loading...
View a ticker or compare two or three
VS
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.
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).
| 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 | 1.264 | 1.447 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -5.41 | 12.25 | -44% |
| Returns for 3 years | -8.99 | 37.95 | -24% |
| Returns for 5 years | -4.19 | 69.54 | -6% |
| Returns for 10 years | -43.97 | 109.34 | -40% |