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LSIZX vs PONAX
LSIZX vs PONAX Comparison
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LSIZX vs PONAX Comparison Chart in %
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LSIZX vs. PONAX commentary
Jun 25, 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 LSIZX is a Hold and PONAX is a Hold.
FUNDAMENTALS
Fundamentals
PONAX has more cash in the bank: 228B vs. LSIZX (5.99B). PONAX (5.43) and LSIZX (5.36) have matching dividends . LSIZX was incepted earlier than PONAX: LSIZX (27 years) vs PONAX (19 years). PONAX (0.94) is less costly to investors than LSIZX (0.69). PONAX is a more actively managed with annual turnover of: 711.00 vs. LSIZX (232.00). PONAX has a lower initial minimum investment than LSIZX: PONAX (1000) vs LSIZX (2000). PONAX annual gain was more profitable for investors over the last year : 6.55 vs. LSIZX (4.93). PONAX return over 5 years is better than : 17.97 vs. LSIZX (10.71).
| LSIZX | PONAX | LSIZX / PONAX | |
| Total Expense Ratio | 0.69 | 0.94 | 73% |
| Annual Report Gross Expense Ratio | 0.69 | 0.94 | 73% |
| Fund Existence | 27 years | 19 years | - |
| Gain YTD | 2.089 | 0.643 | 325% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 228B | 3% |
| Annual Yield % from dividends | 5.36 | 5.43 | 99% |
| Returns for 1 year | 4.93 | 6.55 | 75% |
| Returns for 3 years | 21.70 | 23.19 | 94% |
| Returns for 5 years | 10.71 | 17.97 | 60% |
| Returns for 10 years | 43.82 | 54.50 | 80% |
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