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LSVAX vs VSMAX
LSVAX vs VSMAX Comparison
Open Charts LSVAX vs VSMAX
Loomis Sayles Small Cap Value Admin
Price$21.38
Change-$0.18 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
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LSVAX vs VSMAX Comparison Chart
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LSVAX vs. VSMAX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. LSVAX (402M). VSMAX pays higher dividends than LSVAX: VSMAX (1.42) vs LSVAX (0.00). LSVAX was incepted earlier than VSMAX: LSVAX (27 years) vs VSMAX (24 years). LSVAX is a more actively managed with annual turnover of: 26.00 vs. VSMAX (12.00). 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 : 25.54 vs. LSVAX (0.19). VSMAX return over 5 years is better than : 53.45 vs. LSVAX (-20.64).
| LSVAX | VSMAX | LSVAX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 10.720 | 10.898 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 0.19 | 25.54 | 1% |
| Returns for 3 years | -24.93 | 8.91 | -280% |
| Returns for 5 years | -20.64 | 53.45 | -39% |
| Returns for 10 years | -40.10 | 121.55 | -33% |
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