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FSSNX vs LSCRX
FSSNX vs LSCRX Comparison
Open Charts FSSNX vs LSCRX
Fidelity Small Cap Index
Price$28.03
Change-$0.17 (-0.60%)
VolumeN/A
Net Assets25.56B
Loomis Sayles Small Cap Value Retail
Price$21.62
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets338.65M
FSSNX vs LSCRX Comparison Chart in %
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FSSNX vs. LSCRX commentary
Jul 19, 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: 25.6B vs. LSCRX (339M). FSSNX pays higher dividends than LSCRX: FSSNX (0.92) 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 : 2.18 vs. LSCRX (-10.84). FSSNX return over 5 years is better than : 59.85 vs. LSCRX (-1.16).
| 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 | 1.879 | 0.932 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 339M | 7,552% |
| Annual Yield % from dividends | 0.92 | 0.03 | 3,430% |
| Returns for 1 year | 2.18 | -10.84 | -20% |
| Returns for 3 years | 36.05 | -4.64 | -777% |
| Returns for 5 years | 59.85 | -1.16 | -5,162% |
| Returns for 10 years | 76.38 | -38.40 | -199% |
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