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LSCRX vs VSMAX
LSCRX vs VSMAX Comparison
Open Charts LSCRX vs VSMAX
Loomis Sayles Small Cap Value Retail
Price$21.20
Change-$0.47 (-2.17%)
VolumeN/A
Net Assets371.81M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
LSCRX vs VSMAX Comparison Chart
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LSCRX vs. VSMAX commentary
Feb 23, 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.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. LSCRX (372M). 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 : 11.25 vs. LSCRX (-2.46). VSMAX return over 5 years is better than : 44.48 vs. LSCRX (-21.29).
| 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 | -1.258 | -0.304 | 414% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | -2.46 | 11.25 | -22% |
| Returns for 3 years | -18.00 | 18.86 | -95% |
| Returns for 5 years | -21.29 | 44.48 | -48% |
| Returns for 10 years | -39.21 | 105.78 | -37% |
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