Ad is loading...
LSCRX vs VSCIX
LSCRX vs VSCIX Comparison
Open Charts LSCRX vs VSCIX
Loomis Sayles Small Cap Value Retail
Price$23.62
Change-$0.92 (-3.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
LSCRX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSCRX vs. VSCIX commentary
Dec 19, 2024
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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. LSCRX (401M). VSCIX pays higher dividends than LSCRX: VSCIX (1.43) vs LSCRX (0.00). LSCRX was incepted earlier than VSCIX: LSCRX (28 years) vs VSCIX (27 years). LSCRX is a more actively managed with annual turnover of: 26.00 vs. VSCIX (12.00). 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 : 19.59 vs. LSCRX (-3.54). VSCIX return over 5 years is better than : 53.99 vs. LSCRX (-17.07).
| LSCRX | VSCIX | LSCRX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 14.086 | 18.051 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 401M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | -3.54 | 19.59 | -18% |
| Returns for 3 years | -23.02 | 15.81 | -146% |
| Returns for 5 years | -17.07 | 53.99 | -32% |
| Returns for 10 years | -35.82 | 125.06 | -29% |
View a ticker or compare two or three
VS
VS
Ad is loading...