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LSVAX vs VSMAX
LSVAX vs VSMAX Comparison
Open Charts LSVAX vs VSMAX
Loomis Sayles Small Cap Value Admin
Price$21.16
Change-$0.82 (-3.73%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
LSVAX vs VSMAX Comparison Chart
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VS
VS
LSVAX vs. VSMAX commentary
Dec 19, 2024
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: 167B vs. LSVAX (401M). 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 : 19.58 vs. LSVAX (-5.62). VSMAX return over 5 years is better than : 53.97 vs. LSVAX (-21.81).
| 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 | 13.827 | 18.049 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 401M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | -5.62 | 19.58 | -29% |
| Returns for 3 years | -26.56 | 15.80 | -168% |
| Returns for 5 years | -21.81 | 53.97 | -40% |
| Returns for 10 years | -41.31 | 125.00 | -33% |
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