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LSCRX vs VSMAX
LSCRX vs VSMAX Comparison
Open Charts LSCRX vs VSMAX
Loomis Sayles Small Cap Value Retail
Price$22.57
Change-$0.39 (-1.70%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
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LSCRX vs VSMAX Comparison Chart
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LSCRX vs. VSMAX commentary
Sep 07, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. LSCRX (377M). VSMAX pays higher dividends than LSCRX: VSMAX (1.42) vs LSCRX (0.00). LSCRX was incepted earlier than VSMAX: LSCRX (28 years) vs VSMAX (24 years). LSCRX is a more actively managed with annual turnover of: 26.00 vs. VSMAX (12.00). 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 : 14.27 vs. LSCRX (-5.55). VSMAX return over 5 years is better than : 48.98 vs. LSCRX (-16.76).
| LSCRX | VSMAX | LSCRX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 6.741 | 5.987 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | -5.55 | 14.27 | -39% |
| Returns for 3 years | -27.48 | -0.35 | 7,810% |
| Returns for 5 years | -16.76 | 48.98 | -34% |
| Returns for 10 years | -39.77 | 103.49 | -38% |
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