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FSSNX vs LSCRX
FSSNX vs LSCRX Comparison
Open Charts FSSNX vs LSCRX
Fidelity Small Cap Index
Price$25.48
Change+$0.41 (+1.64%)
VolumeN/A
Net Assets24.17B
Loomis Sayles Small Cap Value Retail
Price$20.51
Change+$0.30 (+1.48%)
VolumeN/A
Net Assets333.78M
FSSNX vs LSCRX Comparison Chart
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FSSNX vs. LSCRX commentary
Apr 03, 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 Hold and LSCRX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.2B vs. LSCRX (334M). FSSNX pays higher dividends than LSCRX: FSSNX (1.13) vs LSCRX (0.03). FSSNX was incepted earlier than LSCRX: FSSNX (14 years) vs LSCRX (28 years). LSCRX (1.21) is less costly to investors than FSSNX (0.03). 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 : -1.09 vs. LSCRX (-11.84). FSSNX return over 5 years is better than : 99.84 vs. LSCRX (22.07).
| 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 | 28 years | - |
| Gain YTD | -9.429 | -5.869 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 334M | 7,246% |
| Annual Yield % from dividends | 1.13 | 0.03 | 4,036% |
| Returns for 1 year | -1.09 | -11.84 | 9% |
| Returns for 3 years | 1.04 | -22.75 | -5% |
| Returns for 5 years | 99.84 | 22.07 | 452% |
| Returns for 10 years | 56.42 | -43.41 | -130% |
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