LSCRX
Price
$21.24
Change
+$0.08 (+0.38%)
Updated
Nov 19 closing price
Net Assets
307.44M
VSMAX
Price
$117.71
Change
+$0.02 (+0.02%)
Updated
Nov 19 closing price
Net Assets
161.58B
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LSCRX vs VSMAX

Header iconLSCRX vs VSMAX Comparison
Open Charts LSCRX vs VSMAXBanner chart's image
Loomis Sayles Small Cap Value Retail
Price$21.24
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets307.44M
Vanguard Small Cap Index Admiral Shares
Price$117.71
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
LSCRX vs VSMAX Comparison Chart in %
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VS
LSCRX vs. VSMAX commentary
Nov 20, 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 VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. LSCRX (307M). VSMAX pays higher dividends than LSCRX: VSMAX (1.34) vs LSCRX (0.03). LSCRX was incepted earlier than VSMAX: LSCRX (29 years) vs VSMAX (25 years). LSCRX (1.21) is less costly to investors than VSMAX (0.05). LSCRX is a more actively managed with annual turnover of: 25.00 vs. VSMAX (13.00). LSCRX has a lower initial minimum investment than VSMAX: LSCRX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -0.84 vs. LSCRX (-14.33). VSMAX return over 5 years is better than : 39.47 vs. LSCRX (-17.81).
LSCRXVSMAXLSCRX / VSMAX
Total Expense Ratio1.150.052,300%
Annual Report Gross Expense Ratio1.210.052,420%
Fund Existence29 years25 years-
Gain YTD-1.0712.440-44%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets307M162B0%
Annual Yield % from dividends0.031.342%
Returns for 1 year-14.33-0.841,714%
Returns for 3 years-15.8330.09-53%
Returns for 5 years-17.8139.47-45%
Returns for 10 years-37.47122.69-31%
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