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LSCRX vs VSCIX
LSCRX vs VSCIX Comparison
Open Charts LSCRX vs VSCIX
Loomis Sayles Small Cap Value Retail
Price$21.14
Change+$0.29 (+1.39%)
VolumeN/A
Net Assets327.66M
Vanguard Small Cap Index I
Price$113.58
Change+$1.56 (+1.39%)
VolumeN/A
Net Assets147.56B
LSCRX vs VSCIX Comparison Chart in %
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LSCRX vs. VSCIX commentary
Jun 27, 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: 148B vs. LSCRX (328M). VSCIX pays higher dividends than LSCRX: VSCIX (1.49) 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 : 7.98 vs. LSCRX (-7.31). VSCIX return over 5 years is better than : 68.74 vs. LSCRX (1.73).
| 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 | -2.888 | -2.626 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 148B | 0% |
| Annual Yield % from dividends | 0.03 | 1.49 | 2% |
| Returns for 1 year | -7.31 | 7.98 | -92% |
| Returns for 3 years | -10.11 | 29.41 | -34% |
| Returns for 5 years | 1.73 | 68.74 | 3% |
| Returns for 10 years | -40.81 | 101.13 | -40% |
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