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LSCRX vs VSMAX
LSCRX vs VSMAX Comparison
Open Charts LSCRX vs VSMAX
Loomis Sayles Small Cap Value Retail
Price$20.51
Change+$0.30 (+1.48%)
VolumeN/A
Net Assets333.78M
Vanguard Small Cap Index Admiral Shares
Price$108.35
Change+$1.72 (+1.61%)
VolumeN/A
Net Assets153.45B
LSCRX vs VSMAX Comparison Chart
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LSCRX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LSCRX (334M). VSMAX pays higher dividends than LSCRX: VSMAX (1.52) vs LSCRX (0.03). LSCRX was incepted earlier than VSMAX: LSCRX (28 years) vs VSMAX (24 years). LSCRX (1.21) is less costly to investors than VSMAX (0.05). 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 : 0.01 vs. LSCRX (-11.84). VSMAX return over 5 years is better than : 112.52 vs. LSCRX (22.07).
| LSCRX | VSMAX | LSCRX / VSMAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.21 | 0.05 | 2,420% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -5.869 | -7.319 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 153B | 0% |
| Annual Yield % from dividends | 0.03 | 1.52 | 2% |
| Returns for 1 year | -11.84 | 0.01 | -159,240% |
| Returns for 3 years | -22.75 | 4.99 | -456% |
| Returns for 5 years | 22.07 | 112.52 | 20% |
| Returns for 10 years | -43.41 | 89.29 | -49% |
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