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LSVAX vs VSMAX
LSVAX vs VSMAX Comparison
Open Charts LSVAX vs VSMAX
Loomis Sayles Small Cap Value Admin
Price$18.89
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets332.58M
Vanguard Small Cap Index Admiral Shares
Price$116.71
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
LSVAX vs VSMAX Comparison Chart in %
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LSVAX vs. VSMAX commentary
Jul 18, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LSVAX (333M). VSMAX pays higher dividends than LSVAX: VSMAX (1.40) 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 : 4.38 vs. LSVAX (-14.78). VSMAX return over 5 years is better than : 63.22 vs. LSVAX (-9.27).
| 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 | -1.053 | 0.316 | -333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -14.78 | 4.38 | -337% |
| Returns for 3 years | -10.78 | 36.03 | -30% |
| Returns for 5 years | -9.27 | 63.22 | -15% |
| Returns for 10 years | -45.38 | 105.44 | -43% |
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