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LSCRX vs VSCPX
LSCRX vs VSCPX Comparison
Open Charts LSCRX vs VSCPX
Loomis Sayles Small Cap Value Retail
Price$24.67
Change-$0.28 (-1.12%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$340.72
Change-$3.67 (-1.07%)
VolumeN/A
CapitalizationN/A
LSCRX vs VSCPX Comparison Chart
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LSCRX vs. VSCPX commentary
Nov 18, 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 Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. LSCRX (405M). VSCPX pays higher dividends than LSCRX: VSCPX (1.44) vs LSCRX (0.00). LSCRX was incepted earlier than VSCPX: LSCRX (28 years) vs VSCPX (14 years). LSCRX is a more actively managed with annual turnover of: 26.00 vs. VSCPX (12.00). 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 : 30.29 vs. LSCRX (5.20). VSCPX return over 5 years is better than : 55.66 vs. LSCRX (-14.02).
| LSCRX | VSCPX | LSCRX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 14.691 | 15.805 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 405M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 5.20 | 30.29 | 17% |
| Returns for 3 years | -27.82 | 4.74 | -586% |
| Returns for 5 years | -14.02 | 55.66 | -25% |
| Returns for 10 years | -35.30 | 123.43 | -29% |
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