LKSMX
Price
$11.94
Change
+$0.01 (+0.08%)
Updated
Jul 24 closing price
Net Assets
43.62M
VMGIX
Price
$114.90
Change
-$1.09 (-0.94%)
Updated
Jul 24 closing price
Net Assets
34.8B
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LKSMX vs VMGIX

LKSMX vs VMGIX Comparison Chart in %
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LKSMX vs. VMGIX commentary
Jul 26, 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 LKSMX is a Hold and VMGIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 34.8B vs. LKSMX (43.6M). VMGIX pays higher dividends than LKSMX: VMGIX (0.47) vs LKSMX (0.00). LKSMX was incepted earlier than VMGIX: LKSMX (15 years) vs VMGIX (20 years). LKSMX (1.32) is less costly to investors than VMGIX (0.19). LKSMX is a more actively managed with annual turnover of: 44.00 vs. VMGIX (17.00). LKSMX has a lower initial minimum investment than VMGIX: LKSMX (2000) vs VMGIX (3000). LKSMX annual gain was more profitable for investors over the last year : 1.97 vs. VMGIX (1.61). VMGIX return over 5 years is better than : 22.74 vs. LKSMX (-4.18).
LKSMXVMGIXLKSMX / VMGIX
Total Expense Ratio1.010.19532%
Annual Report Gross Expense Ratio1.320.19695%
Fund Existence15 years20 years-
Gain YTD5.1105.69990%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets43.6M34.8B0%
Annual Yield % from dividends0.000.47-
Returns for 1 year1.971.61122%
Returns for 3 years29.6739.4275%
Returns for 5 years-4.1822.74-18%
Returns for 10 years6.52178.424%
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