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LSVAX vs VSMAX
LSVAX vs VSMAX Comparison
Open Charts LSVAX vs VSMAX
Loomis Sayles Small Cap Value Admin
Price$19.85
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets342.62M
Vanguard Small Cap Index Admiral Shares
Price$122.39
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
LSVAX vs VSMAX Comparison Chart in %
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LSVAX vs. VSMAX commentary
Sep 17, 2025
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 LSVAX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. LSVAX (343M). VSMAX pays higher dividends than LSVAX: VSMAX (1.31) vs LSVAX (0.00). LSVAX was incepted earlier than VSMAX: LSVAX (28 years) vs VSMAX (25 years). LSVAX (1.47) is less costly to investors than VSMAX (0.05). LSVAX is a more actively managed with annual turnover of: 25.00 vs. VSMAX (13.00). LSVAX has a lower initial minimum investment than VSMAX: LSVAX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 10.49 vs. LSVAX (-5.39). VSMAX return over 5 years is better than : 66.40 vs. LSVAX (-6.46).
| LSVAX | VSMAX | LSVAX / VSMAX | |
| Total Expense Ratio | 1.40 | 0.05 | 2,800% |
| Annual Report Gross Expense Ratio | 1.47 | 0.05 | 2,940% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 4.529 | 6.588 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -5.39 | 10.49 | -51% |
| Returns for 3 years | -9.40 | 39.11 | -24% |
| Returns for 5 years | -6.46 | 66.40 | -10% |
| Returns for 10 years | -37.34 | 133.25 | -28% |
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