Ad is loading...
LSDIX vs VBITX
LSDIX vs VBITX Comparison
Open Charts LSDIX vs VBITX
Loomis Sayles Interm Duration Bond Y
Price$9.56
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets238.23M
Vanguard Short-Term Bond Idx I
Price$10.28
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets60.18B
LSDIX vs VBITX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSDIX vs. VBITX commentary
Apr 30, 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 LSDIX is a Hold and VBITX is a Hold.
FUNDAMENTALS
Fundamentals
VBITX has more cash in the bank: 60.2B vs. LSDIX (238M). LSDIX pays higher dividends than VBITX: LSDIX (4.22) vs VBITX (3.51). LSDIX was incepted earlier than VBITX: LSDIX (27 years) vs VBITX (14 years). LSDIX (0.48) is less costly to investors than VBITX (0.04). LSDIX has a lower initial minimum investment than VBITX: LSDIX (100000) vs VBITX (5000000). LSDIX annual gain was more profitable for investors over the last year : 7.75 vs. VBITX (3.22). LSDIX return over 5 years is better than : 3.76 vs. VBITX (-5.03).
| LSDIX | VBITX | LSDIX / VBITX | |
| Total Expense Ratio | 0.40 | 0.04 | 1,000% |
| Annual Report Gross Expense Ratio | 0.48 | 0.04 | 1,200% |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | 2.834 | 1.283 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 60.2B | 0% |
| Annual Yield % from dividends | 4.22 | 3.51 | 120% |
| Returns for 1 year | 7.75 | 3.22 | 241% |
| Returns for 3 years | 10.76 | 1.74 | 620% |
| Returns for 5 years | 3.76 | -5.03 | -75% |
| Returns for 10 years | 18.87 | 3.72 | 507% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers