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LSCRX vs VSCIX
LSCRX vs VSCIX Comparison
Open Charts LSCRX vs VSCIX
Loomis Sayles Small Cap Value Retail
Price$22.46
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets337.8M
Vanguard Small Cap Index I
Price$123.52
Change+$0.57 (+0.46%)
VolumeN/A
Net Assets161.26B
LSCRX vs VSCIX Comparison Chart in %
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LSCRX vs. VSCIX commentary
Oct 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 Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. LSCRX (338M). VSCIX pays higher dividends than LSCRX: VSCIX (1.35) vs LSCRX (0.03). LSCRX was incepted earlier than VSCIX: LSCRX (29 years) vs VSCIX (28 years). LSCRX (1.21) is less costly to investors than VSCIX (0.04). LSCRX is a more actively managed with annual turnover of: 25.00 vs. VSCIX (13.00). 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 : 10.66 vs. LSCRX (-4.03). VSCIX return over 5 years is better than : 67.19 vs. LSCRX (0.12).
| 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 | 29 years | 28 years | - |
| Gain YTD | 4.611 | 7.525 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 161B | 0% |
| Annual Yield % from dividends | 0.03 | 1.35 | 2% |
| Returns for 1 year | -4.03 | 10.66 | -38% |
| Returns for 3 years | -4.20 | 42.59 | -10% |
| Returns for 5 years | 0.12 | 67.19 | 0% |
| Returns for 10 years | -31.03 | 140.30 | -22% |
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