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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
Jul 14, 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 Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. LSVAX (353M). VSMAX pays higher dividends than LSVAX: VSMAX (1.18) vs LSVAX (0.67). 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 : 23.38 vs. LSVAX (3.94). VSMAX return over 5 years is better than : 38.56 vs. LSVAX (-31.30).
| 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 | 19.226 | 15.756 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 189B | 0% |
| Annual Yield % from dividends | 0.67 | 1.18 | 57% |
| Returns for 1 year | 3.94 | 23.38 | 17% |
| Returns for 3 years | -11.32 | 48.24 | -23% |
| Returns for 5 years | -31.30 | 38.56 | -81% |
| Returns for 10 years | -37.33 | 158.07 | -24% |
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