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LSVAX vs VSMAX
LSVAX vs VSMAX Comparison
Open Charts LSVAX vs VSMAX
Loomis Sayles Small Cap Value Admin
Price$17.02
Change+$0.32 (+1.92%)
VolumeN/A
Net Assets310.29M
Vanguard Small Cap Index Admiral Shares
Price$103.15
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
LSVAX vs VSMAX Comparison Chart
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LSVAX vs. VSMAX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. LSVAX (310M). 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 : -2.34 vs. LSVAX (-17.49). VSMAX return over 5 years is better than : 71.79 vs. LSVAX (-6.02).
| 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 | -12.059 | -12.239 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -17.49 | -2.34 | 746% |
| Returns for 3 years | -27.86 | 4.74 | -588% |
| Returns for 5 years | -6.02 | 71.79 | -8% |
| Returns for 10 years | -51.91 | 79.09 | -66% |
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