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LSCRX vs VSCPX
LSCRX vs VSCPX Comparison
Open Charts LSCRX vs VSCPX
Loomis Sayles Small Cap Value Retail
Price$20.51
Change+$0.30 (+1.48%)
VolumeN/A
Net Assets333.78M
Vanguard Small Cap Index InstlPlus
Price$312.71
Change+$4.94 (+1.61%)
VolumeN/A
Net Assets153.45B
LSCRX vs VSCPX Comparison Chart
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LSCRX vs. VSCPX commentary
Apr 03, 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. LSCRX (334M). VSCPX pays higher dividends than LSCRX: VSCPX (1.54) vs LSCRX (0.03). LSCRX was incepted earlier than VSCPX: LSCRX (28 years) vs VSCPX (14 years). LSCRX (1.21) is less costly to investors than VSCPX (0.03). LSCRX has a lower initial minimum investment than VSCPX: LSCRX (2500) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 0.02 vs. LSCRX (-11.84). VSCPX return over 5 years is better than : 112.58 vs. LSCRX (22.07).
| LSCRX | VSCPX | LSCRX / VSCPX | |
| Total Expense Ratio | 1.15 | 0.03 | 3,833% |
| Annual Report Gross Expense Ratio | 1.21 | 0.03 | 4,033% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -5.869 | -7.313 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 153B | 0% |
| Annual Yield % from dividends | 0.03 | 1.54 | 2% |
| Returns for 1 year | -11.84 | 0.02 | -63,362% |
| Returns for 3 years | -22.75 | 5.01 | -454% |
| Returns for 5 years | 22.07 | 112.58 | 20% |
| Returns for 10 years | -43.41 | 89.37 | -49% |
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