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LCGRX vs VEXPX
LCGRX vs VEXPX Comparison
Open Charts LCGRX vs VEXPX
Loomis Sayles Small Cap Growth Retail
Price$25.48
Change-$0.22 (-0.86%)
VolumeN/A
Net Assets2.17B
LCGRX vs VEXPX Comparison Chart in %
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LCGRX vs. VEXPX commentary
Sep 02, 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 Buy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. LCGRX (2.17B). VEXPX pays higher dividends than LCGRX: VEXPX (0.39) 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). LCGRX annual gain was more profitable for investors over the last year : 0.79 vs. VEXPX (-1.29). VEXPX return over 5 years is better than : 6.85 vs. LCGRX (-3.38).
| 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 | 2.329 | 3.671 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 19.9B | 11% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 0.79 | -1.29 | -61% |
| Returns for 3 years | 18.24 | 17.54 | 104% |
| Returns for 5 years | -3.38 | 6.85 | -49% |
| Returns for 10 years | 17.96 | 34.19 | 53% |
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