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LSCRX vs VSMAX
LSCRX vs VSMAX Comparison
Open Charts LSCRX vs VSMAX
Loomis Sayles Small Cap Value Retail
Price$21.55
Change+$0.18 (+0.84%)
VolumeN/A
Net Assets334.8M
Vanguard Small Cap Index Admiral Shares
Price$115.07
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
LSCRX vs VSMAX Comparison Chart in %
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LSCRX vs. VSMAX commentary
Aug 10, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. LSCRX (335M). VSMAX pays higher dividends than LSCRX: VSMAX (1.37) 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 : 9.49 vs. LSCRX (-4.71). VSMAX return over 5 years is better than : 54.40 vs. LSCRX (-8.04).
| 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 | 29 years | 25 years | - |
| Gain YTD | 0.373 | 0.090 | 413% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 154B | 0% |
| Annual Yield % from dividends | 0.03 | 1.37 | 2% |
| Returns for 1 year | -4.71 | 9.49 | -50% |
| Returns for 3 years | -13.12 | 24.07 | -54% |
| Returns for 5 years | -8.04 | 54.40 | -15% |
| Returns for 10 years | -37.02 | 109.39 | -34% |
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