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LSDRX vs VFSIX
LSDRX vs VFSIX Comparison
Open Charts LSDRX vs VFSIX
LSDRX vs VFSIX Comparison Chart in %
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LSDRX vs. VFSIX commentary
Jun 27, 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 LSDRX is a Hold and VFSIX is a Hold.
FUNDAMENTALS
Fundamentals
VFSIX has more cash in the bank: 55.2B vs. LSDRX (232M). VFSIX pays higher dividends than LSDRX: VFSIX (4.73) vs LSDRX (4.12). LSDRX was incepted earlier than VFSIX: LSDRX (16 years) vs VFSIX (29 years). LSDRX (0.75) is less costly to investors than VFSIX (0.07). LSDRX is a more actively managed with annual turnover of: 134.00 vs. VFSIX (73.00). LSDRX has a lower initial minimum investment than VFSIX: LSDRX (2500) vs VFSIX (5000000). LSDRX annual gain was more profitable for investors over the last year : 3.19 vs. VFSIX (-0.67). LSDRX return over 5 years is better than : 5.63 vs. VFSIX (-4.92).
| LSDRX | VFSIX | LSDRX / VFSIX | |
| Total Expense Ratio | 0.65 | 0.07 | 929% |
| Annual Report Gross Expense Ratio | 0.75 | 0.07 | 1,071% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 0.566 | -1.236 | -46% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 55.2B | 0% |
| Annual Yield % from dividends | 4.12 | 4.73 | 87% |
| Returns for 1 year | 3.19 | -0.67 | -476% |
| Returns for 3 years | 15.24 | 4.00 | 381% |
| Returns for 5 years | 5.63 | -4.92 | -114% |
| Returns for 10 years | 17.36 | 2.71 | 640% |
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