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LSCRX vs VSMAX
LSCRX vs VSMAX Comparison
Open Charts LSCRX vs VSMAX
Loomis Sayles Small Cap Value Retail
Price$23.62
Change-$0.92 (-3.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
LSCRX vs VSMAX Comparison Chart
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LSCRX vs. VSMAX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. LSCRX (401M). 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 : 19.58 vs. LSCRX (-3.54). VSMAX return over 5 years is better than : 53.97 vs. LSCRX (-17.07).
| 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 | 14.086 | 18.049 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 401M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | -3.54 | 19.58 | -18% |
| Returns for 3 years | -23.02 | 15.80 | -146% |
| Returns for 5 years | -17.07 | 53.97 | -32% |
| Returns for 10 years | -35.82 | 125.00 | -29% |
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