Interact to see
Advertisement
Advertisement
LSVAX vs VSMAX
LSVAX vs VSMAX Comparison
Open Charts LSVAX vs VSMAX
Loomis Sayles Small Cap Value Admin
Price$18.36
Change+$0.23 (+1.27%)
VolumeN/A
Net Assets321.82M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
LSVAX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSVAX vs. VSMAX commentary
Jun 07, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LSVAX (322M). VSMAX pays higher dividends than LSVAX: VSMAX (1.48) vs LSVAX (0.00). LSVAX was incepted earlier than VSMAX: LSVAX (27 years) vs VSMAX (25 years). LSVAX (1.47) is less costly to investors than VSMAX (0.05). 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 : 5.16 vs. LSVAX (-10.87). VSMAX return over 5 years is better than : 52.39 vs. LSVAX (-17.85).
| 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 | 27 years | 25 years | - |
| Gain YTD | -4.529 | -4.060 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | -10.87 | 5.16 | -211% |
| Returns for 3 years | -23.66 | 16.71 | -142% |
| Returns for 5 years | -17.85 | 52.39 | -34% |
| Returns for 10 years | -47.43 | 96.62 | -49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers