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LSVAX vs VSMAX
LSVAX vs VSMAX Comparison
Open Charts LSVAX vs VSMAX
Loomis Sayles Small Cap Value Admin
Price$19.62
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets394.16M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
LSVAX vs VSMAX Comparison Chart
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LSVAX vs. VSMAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. LSVAX (394M). 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 : 21.26 vs. LSVAX (5.77). VSMAX return over 5 years is better than : 48.99 vs. LSVAX (-25.20).
| 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 | 3.318 | 3.369 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 5.77 | 21.26 | 27% |
| Returns for 3 years | -22.45 | 17.25 | -130% |
| Returns for 5 years | -25.20 | 48.99 | -51% |
| Returns for 10 years | -38.38 | 127.10 | -30% |
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