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FSSNX vs LSCRX
FSSNX vs LSCRX Comparison
Open Charts FSSNX vs LSCRX
Fidelity Small Cap Index
Price$27.77
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets25.89B
Loomis Sayles Small Cap Value Retail
Price$21.55
Change+$0.18 (+0.84%)
VolumeN/A
Net Assets334.8M
FSSNX vs LSCRX Comparison Chart in %
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FSSNX vs. LSCRX commentary
Aug 10, 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: 25.9B vs. LSCRX (335M). FSSNX pays higher dividends than LSCRX: FSSNX (0.90) 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 (14.00). 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 : 7.87 vs. LSCRX (-4.71). FSSNX return over 5 years is better than : 47.50 vs. LSCRX (-8.04).
| 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 | 0.145 | 0.373 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9B | 335M | 7,731% |
| Annual Yield % from dividends | 0.90 | 0.03 | 3,458% |
| Returns for 1 year | 7.87 | -4.71 | -167% |
| Returns for 3 years | 21.49 | -13.12 | -164% |
| Returns for 5 years | 47.50 | -8.04 | -591% |
| Returns for 10 years | 80.28 | -37.02 | -217% |
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