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LSCRX vs VSMAX
LSCRX vs VSMAX Comparison
Open Charts LSCRX vs VSMAX
Loomis Sayles Small Cap Value Retail
Price$24.67
Change-$0.28 (-1.12%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
LSCRX vs VSMAX Comparison Chart
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LSCRX vs. VSMAX commentary
Nov 18, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. LSCRX (405M). 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 : 30.28 vs. LSCRX (5.20). VSMAX return over 5 years is better than : 55.62 vs. LSCRX (-14.02).
| 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 | 14.691 | 15.803 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 405M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 5.20 | 30.28 | 17% |
| Returns for 3 years | -27.82 | 4.74 | -587% |
| Returns for 5 years | -14.02 | 55.62 | -25% |
| Returns for 10 years | -35.30 | 123.30 | -29% |
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