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FSSNX vs LSCRX
FSSNX vs LSCRX Comparison
Open Charts FSSNX vs LSCRX
Fidelity Small Cap Index
Price$27.15
Change+$0.45 (+1.69%)
VolumeN/A
Net Assets24.88B
Loomis Sayles Small Cap Value Retail
Price$21.14
Change+$0.29 (+1.39%)
VolumeN/A
Net Assets327.66M
FSSNX vs LSCRX Comparison Chart in %
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FSSNX vs. LSCRX commentary
Jun 27, 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 FSSNX is a StrongBuy and LSCRX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.9B vs. LSCRX (328M). FSSNX pays higher dividends than LSCRX: FSSNX (1.10) vs LSCRX (0.03). FSSNX was incepted earlier than LSCRX: FSSNX (14 years) vs LSCRX (29 years). LSCRX (1.21) is less costly to investors than FSSNX (0.03). LSCRX is a more actively managed with annual turnover of: 25.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than LSCRX: FSSNX (0) vs LSCRX (2500). FSSNX annual gain was more profitable for investors over the last year : 7.48 vs. LSCRX (-7.31). FSSNX return over 5 years is better than : 61.92 vs. LSCRX (1.73).
| FSSNX | LSCRX | FSSNX / LSCRX | |
| Total Expense Ratio | 0.03 | 1.15 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.21 | 2% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | -3.540 | -2.888 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 328M | 7,591% |
| Annual Yield % from dividends | 1.10 | 0.03 | 3,961% |
| Returns for 1 year | 7.48 | -7.31 | -102% |
| Returns for 3 years | 26.58 | -10.11 | -263% |
| Returns for 5 years | 61.92 | 1.73 | 3,570% |
| Returns for 10 years | 68.93 | -40.81 | -169% |
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