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LSCRX vs VSCIX
LSCRX vs VSCIX Comparison
Open Charts LSCRX vs VSCIX
Loomis Sayles Small Cap Value Retail
Price$20.52
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets321.7M
Vanguard Small Cap Index I
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
LSCRX vs VSCIX Comparison Chart
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LSCRX vs. VSCIX commentary
Jun 07, 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 StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. LSCRX (322M). VSCIX pays higher dividends than LSCRX: VSCIX (1.49) 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 : 4.90 vs. LSCRX (-10.02). VSCIX return over 5 years is better than : 52.64 vs. LSCRX (-12.13).
| 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 | -4.425 | -3.903 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 148B | 0% |
| Annual Yield % from dividends | 0.03 | 1.49 | 2% |
| Returns for 1 year | -10.02 | 4.90 | -204% |
| Returns for 3 years | -19.22 | 18.35 | -105% |
| Returns for 5 years | -12.13 | 52.64 | -23% |
| Returns for 10 years | -42.03 | 96.43 | -44% |
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