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LSVAX vs VSMAX
LSVAX vs VSMAX Comparison
Open Charts LSVAX vs VSMAX
Loomis Sayles Small Cap Value Admin
Price$18.75
Change-$0.41 (-2.14%)
VolumeN/A
Net Assets371.81M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
LSVAX vs VSMAX Comparison Chart
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LSVAX vs. VSMAX commentary
Feb 23, 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: 161B vs. LSVAX (372M). 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 : 11.25 vs. LSVAX (-3.90). VSMAX return over 5 years is better than : 44.48 vs. LSVAX (-26.38).
| 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 | -1.264 | -0.304 | 416% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | -3.90 | 11.25 | -35% |
| Returns for 3 years | -21.78 | 18.86 | -115% |
| Returns for 5 years | -26.38 | 44.48 | -59% |
| Returns for 10 years | -44.92 | 105.78 | -42% |
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