Interact to see
Advertisement
Advertisement
LCGRX vs VSGIX
LCGRX vs VSGIX Comparison
Open Charts LCGRX vs VSGIX
Loomis Sayles Small Cap Growth Retail
Price$23.73
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets2.09B
Vanguard Small Cap Growth Index I
Price$76.06
Change+$0.45 (+0.60%)
VolumeN/A
Net Assets34.95B
LCGRX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCGRX vs. VSGIX commentary
Jun 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 Buy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. LCGRX (2.1B). VSGIX pays higher dividends than LCGRX: VSGIX (0.58) vs LCGRX (0.00). LCGRX was incepted earlier than VSGIX: LCGRX (28 years) vs VSGIX (25 years). LCGRX (1.19) is less costly to investors than VSGIX (0.06). LCGRX is a more actively managed with annual turnover of: 39.00 vs. VSGIX (21.00). LCGRX has a lower initial minimum investment than VSGIX: LCGRX (2500) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 8.87 vs. LCGRX (-0.21). VSGIX return over 5 years is better than : 36.93 vs. LCGRX (2.06).
| LCGRX | VSGIX | LCGRX / VSGIX | |
| Total Expense Ratio | 1.19 | 0.06 | 1,983% |
| Annual Report Gross Expense Ratio | 1.19 | 0.06 | 1,983% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | -4.699 | -3.474 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 35B | 6% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | -0.21 | 8.87 | -2% |
| Returns for 3 years | 25.09 | 41.93 | 60% |
| Returns for 5 years | 2.06 | 36.93 | 6% |
| Returns for 10 years | -1.41 | 101.38 | -1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement