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LMSAX vs VSMAX
LMSAX vs VSMAX Comparison
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LMSAX vs VSMAX Comparison Chart in %
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VS
LMSAX vs. VSMAX 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 LMSAX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. LMSAX (706M). VSMAX pays higher dividends than LMSAX: VSMAX (1.18) vs LMSAX (0.37). LMSAX was incepted earlier than VSMAX: LMSAX (17 years) vs VSMAX (26 years). LMSAX (1.13) is less costly to investors than VSMAX (0.05). LMSAX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (17.00). LMSAX has a lower initial minimum investment than VSMAX: LMSAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 20.80 vs. LMSAX (11.21). VSMAX return over 5 years is better than : 36.32 vs. LMSAX (-8.70).
| LMSAX | VSMAX | LMSAX / VSMAX | |
| Total Expense Ratio | 1.07 | 0.05 | 2,140% |
| Annual Report Gross Expense Ratio | 1.13 | 0.05 | 2,260% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 15.322 | 14.645 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 706M | 189B | 0% |
| Annual Yield % from dividends | 0.37 | 1.18 | 31% |
| Returns for 1 year | 11.21 | 20.80 | 54% |
| Returns for 3 years | 12.74 | 44.84 | 28% |
| Returns for 5 years | -8.70 | 36.32 | -24% |
| Returns for 10 years | 26.39 | 153.13 | 17% |
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