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LSIRX vs VEXMX
LSIRX vs VEXMX Comparison
Open Charts LSIRX vs VEXMX
LSIRX vs VEXMX Comparison Chart in %
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LSIRX vs. VEXMX 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 LSIRX is a Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 93.7B vs. LSIRX (1.56B). VEXMX pays higher dividends than LSIRX: VEXMX (0.90) vs LSIRX (0.26). LSIRX was incepted earlier than VEXMX: LSIRX (18 years) vs VEXMX (39 years). LSIRX (0.76) is less costly to investors than VEXMX (0.19). LSIRX is a more actively managed with annual turnover of: 29.00 vs. VEXMX (12.00). VEXMX has a lower initial minimum investment than LSIRX: VEXMX (3000) vs LSIRX (1000000). VEXMX annual gain was more profitable for investors over the last year : 25.94 vs. LSIRX (0.55). VEXMX return over 5 years is better than : 28.08 vs. LSIRX (-14.72).
| LSIRX | VEXMX | LSIRX / VEXMX | |
| Total Expense Ratio | 0.75 | 0.19 | 395% |
| Annual Report Gross Expense Ratio | 0.76 | 0.19 | 400% |
| Fund Existence | 18 years | 39 years | - |
| Gain YTD | 5.405 | 15.159 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 93.7B | 2% |
| Annual Yield % from dividends | 0.26 | 0.90 | 29% |
| Returns for 1 year | 0.55 | 25.94 | 2% |
| Returns for 3 years | 12.98 | 65.78 | 20% |
| Returns for 5 years | -14.72 | 28.08 | -52% |
| Returns for 10 years | 40.68 | 201.55 | 20% |
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