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LSVAX vs VSMAX
LSVAX vs VSMAX Comparison
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LSVAX vs VSMAX Comparison Chart in %
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LSVAX vs. VSMAX commentary
Aug 03, 2026
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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. LSVAX (355M). VSMAX pays higher dividends than LSVAX: VSMAX (1.21) vs LSVAX (0.68). LSVAX was incepted earlier than VSMAX: LSVAX (29 years) vs VSMAX (26 years). LSVAX (1.46) is less costly to investors than VSMAX (0.05). LSVAX is a more actively managed with annual turnover of: 36.00 vs. VSMAX (17.00). 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 : 22.58 vs. LSVAX (4.08). VSMAX return over 5 years is better than : 35.11 vs. LSVAX (-31.42).
| LSVAX | VSMAX | LSVAX / VSMAX | |
| Total Expense Ratio | 1.40 | 0.05 | 2,800% |
| Annual Report Gross Expense Ratio | 1.46 | 0.05 | 2,920% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 20.254 | 14.588 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 189B | 0% |
| Annual Yield % from dividends | 0.68 | 1.21 | 56% |
| Returns for 1 year | 4.08 | 22.58 | 18% |
| Returns for 3 years | -12.81 | 43.42 | -29% |
| Returns for 5 years | -31.42 | 35.11 | -89% |
| Returns for 10 years | -36.38 | 155.96 | -23% |
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