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LSVAX vs VSMAX
LSVAX vs VSMAX Comparison
Open Charts LSVAX vs VSMAX
Loomis Sayles Small Cap Value Admin
Price$16.84
Change-$1.29 (-7.12%)
VolumeN/A
Net Assets338.77M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
LSVAX vs VSMAX Comparison Chart
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LSVAX vs. VSMAX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LSVAX (339M). VSMAX pays higher dividends than LSVAX: VSMAX (1.52) vs LSVAX (0.00). LSVAX was incepted earlier than VSMAX: LSVAX (27 years) vs VSMAX (24 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 : 1.20 vs. LSVAX (-12.42). VSMAX return over 5 years is better than : 115.95 vs. LSVAX (15.85).
| 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 | 24 years | - |
| Gain YTD | -4.529 | -5.824 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -12.42 | 1.20 | -1,031% |
| Returns for 3 years | -24.90 | 6.53 | -381% |
| Returns for 5 years | 15.85 | 115.95 | 14% |
| Returns for 10 years | -48.19 | 91.10 | -53% |