Ad is loading...
LSCRX vs VSCIX
LSCRX vs VSCIX Comparison
Open Charts LSCRX vs VSCIX
Loomis Sayles Small Cap Value Retail
Price$19.26
Change+$0.36 (+1.90%)
VolumeN/A
Net Assets310.29M
Vanguard Small Cap Index I
Price$103.14
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
LSCRX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSCRX vs. VSCIX commentary
Apr 25, 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 LSCRX is a Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. LSCRX (310M). VSCIX pays higher dividends than LSCRX: VSCIX (1.53) vs LSCRX (0.03). LSCRX was incepted earlier than VSCIX: LSCRX (28 years) vs VSCIX (28 years). LSCRX (1.21) is less costly to investors than VSCIX (0.04). LSCRX has a lower initial minimum investment than VSCIX: LSCRX (2500) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -2.34 vs. LSCRX (-16.24). VSCIX return over 5 years is better than : 71.79 vs. LSCRX (0.56).
| LSCRX | VSCIX | LSCRX / VSCIX | |
| Total Expense Ratio | 1.15 | 0.04 | 2,875% |
| Annual Report Gross Expense Ratio | 1.21 | 0.04 | 3,025% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | -11.970 | -12.240 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 143B | 0% |
| Annual Yield % from dividends | 0.03 | 1.53 | 2% |
| Returns for 1 year | -16.24 | -2.34 | 694% |
| Returns for 3 years | -24.35 | 4.74 | -514% |
| Returns for 5 years | 0.56 | 71.79 | 1% |
| Returns for 10 years | -46.92 | 79.11 | -59% |
View a ticker or compare two or three
VS
VS
Ad is loading...