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LCGRX vs VEXPX
LCGRX vs VEXPX Comparison
Open Charts LCGRX vs VEXPX
Loomis Sayles Small Cap Growth Retail
Price$24.93
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets2.1B
LCGRX vs VEXPX Comparison Chart in %
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LCGRX vs. VEXPX commentary
Nov 20, 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 LCGRX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. LCGRX (2.11B). VEXPX pays higher dividends than LCGRX: VEXPX (0.38) vs LCGRX (0.00). LCGRX was incepted earlier than VEXPX: LCGRX (29 years) vs VEXPX (58 years). LCGRX (1.19) is less costly to investors than VEXPX (0.44). LCGRX is a more actively managed with annual turnover of: 39.00 vs. VEXPX (35.00). LCGRX has a lower initial minimum investment than VEXPX: LCGRX (2500) vs VEXPX (3000). VEXPX annual gain was more profitable for investors over the last year : -6.44 vs. LCGRX (-6.84). VEXPX return over 5 years is better than : -4.96 vs. LCGRX (-14.15).
| LCGRX | VEXPX | LCGRX / VEXPX | |
| Total Expense Ratio | 1.19 | 0.44 | 270% |
| Annual Report Gross Expense Ratio | 1.19 | 0.44 | 270% |
| Fund Existence | 29 years | 58 years | - |
| Gain YTD | 0.120 | 2.323 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 20.5B | 10% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | -6.84 | -6.44 | 106% |
| Returns for 3 years | 12.81 | 17.42 | 74% |
| Returns for 5 years | -14.15 | -4.96 | 285% |
| Returns for 10 years | 11.79 | 29.42 | 40% |
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