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LSIZX vs PONAX
LSIZX vs PONAX Comparison
Open Charts LSIZX vs PONAX
LSIZX vs PONAX Comparison Chart in %
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LSIZX vs. PONAX commentary
Aug 24, 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 StrongBuy and PONAX is a Hold.
FUNDAMENTALS
Fundamentals
PONAX has more cash in the bank: 230B vs. LSIZX (5.95B). LSIZX (5.46) and PONAX (5.38) have matching dividends . LSIZX was incepted earlier than PONAX: LSIZX (28 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: 674.00 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 : 4.94 vs. LSIZX (3.54). PONAX return over 5 years is better than : 17.93 vs. LSIZX (10.05).
| LSIZX | PONAX | LSIZX / PONAX | |
| Total Expense Ratio | 0.69 | 0.94 | 73% |
| Annual Report Gross Expense Ratio | 0.69 | 0.94 | 73% |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | 1.513 | 0.540 | 280% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95B | 230B | 3% |
| Annual Yield % from dividends | 5.46 | 5.38 | 102% |
| Returns for 1 year | 3.54 | 4.94 | 72% |
| Returns for 3 years | 22.04 | 23.87 | 92% |
| Returns for 5 years | 10.05 | 17.93 | 56% |
| Returns for 10 years | 38.27 | 50.84 | 75% |
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