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LSVAX vs VSMAX
LSVAX vs VSMAX Comparison
Open Charts LSVAX vs VSMAX
Loomis Sayles Small Cap Value Admin
Price$17.83
Change-$1.67 (-8.56%)
VolumeN/A
Net Assets341.64M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
LSVAX vs VSMAX Comparison Chart in %
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LSVAX vs. VSMAX commentary
Feb 05, 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 LSVAX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. LSVAX (342M). VSMAX pays higher dividends than LSVAX: VSMAX (1.27) vs LSVAX (0.75). 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: 36.00 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 : 10.71 vs. LSVAX (-6.60). VSMAX return over 5 years is better than : 31.93 vs. LSVAX (-31.60).
| 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 | 7.799 | 5.535 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 162B | 0% |
| Annual Yield % from dividends | 0.75 | 1.27 | 59% |
| Returns for 1 year | -6.60 | 10.71 | -62% |
| Returns for 3 years | -18.65 | 33.11 | -56% |
| Returns for 5 years | -31.60 | 31.93 | -99% |
| Returns for 10 years | -29.92 | 186.87 | -16% |
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