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FSSNX vs LSCRX
FSSNX vs LSCRX Comparison
Open Charts FSSNX vs LSCRX
Fidelity Small Cap Index
Price$27.92
Change-$1.28 (-4.38%)
VolumeN/A
CapitalizationN/A
Loomis Sayles Small Cap Value Retail
Price$23.62
Change-$0.92 (-3.75%)
VolumeN/A
CapitalizationN/A
FSSNX vs LSCRX Comparison Chart
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FSSNX vs. LSCRX 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 FSSNX is a Hold and LSCRX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.5B vs. LSCRX (401M). FSSNX pays higher dividends than LSCRX: FSSNX (1.36) vs LSCRX (0.00). FSSNX was incepted earlier than LSCRX: FSSNX (13 years) vs LSCRX (28 years). LSCRX is a more actively managed with annual turnover of: 26.00 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 : 19.49 vs. LSCRX (-3.54). FSSNX return over 5 years is better than : 46.38 vs. LSCRX (-17.07).
| FSSNX | LSCRX | FSSNX / LSCRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 16.770 | 14.086 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 401M | 7,357% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | 19.49 | -3.54 | -551% |
| Returns for 3 years | 12.65 | -23.02 | -55% |
| Returns for 5 years | 46.38 | -17.07 | -272% |
| Returns for 10 years | 90.42 | -35.82 | -252% |
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