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LSCRX vs VSMAX
LSCRX vs VSMAX Comparison
Open Charts LSCRX vs VSMAX
Loomis Sayles Small Cap Value Retail
Price$21.62
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets338.65M
Vanguard Small Cap Index Admiral Shares
Price$116.54
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets153.28B
LSCRX vs VSMAX Comparison Chart in %
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LSCRX vs. VSMAX commentary
Jul 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LSCRX (339M). VSMAX pays higher dividends than LSCRX: VSMAX (1.40) 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 : 5.63 vs. LSCRX (-10.84). VSMAX return over 5 years is better than : 65.17 vs. LSCRX (-1.16).
| 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 | 0.932 | 1.517 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 153B | 0% |
| Annual Yield % from dividends | 0.03 | 1.40 | 2% |
| Returns for 1 year | -10.84 | 5.63 | -192% |
| Returns for 3 years | -4.64 | 37.65 | -12% |
| Returns for 5 years | -1.16 | 65.17 | -2% |
| Returns for 10 years | -38.40 | 107.90 | -36% |
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