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LSDIX vs VFSIX
LSDIX vs VFSIX Comparison
Open Charts LSDIX vs VFSIX
Loomis Sayles Interm Duration Bond Y
Price$9.58
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets237.03M
Vanguard Short-Term Investment-Grade I
Price$10.44
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets52.46B
LSDIX vs VFSIX Comparison Chart in %
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LSDIX vs. VFSIX commentary
Jul 05, 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 VFSIX is a Hold.
FUNDAMENTALS
Fundamentals
VFSIX has more cash in the bank: 52.5B vs. LSDIX (237M). VFSIX (4.43) and LSDIX (4.25) have matching dividends . LSDIX was incepted earlier than VFSIX: LSDIX (27 years) vs VFSIX (28 years). LSDIX (0.48) is less costly to investors than VFSIX (0.07). LSDIX is a more actively managed with annual turnover of: 132.00 vs. VFSIX (75.00). LSDIX has a lower initial minimum investment than VFSIX: LSDIX (100000) vs VFSIX (5000000). LSDIX annual gain was more profitable for investors over the last year : 6.26 vs. VFSIX (2.25). LSDIX return over 5 years is better than : 1.52 vs. VFSIX (-4.46).
| LSDIX | VFSIX | LSDIX / VFSIX | |
| Total Expense Ratio | 0.40 | 0.07 | 571% |
| Annual Report Gross Expense Ratio | 0.48 | 0.07 | 686% |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | 3.702 | 1.261 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 52.5B | 0% |
| Annual Yield % from dividends | 4.25 | 4.43 | 96% |
| Returns for 1 year | 6.26 | 2.25 | 278% |
| Returns for 3 years | 11.65 | 3.37 | 346% |
| Returns for 5 years | 1.52 | -4.46 | -34% |
| Returns for 10 years | 19.97 | 6.19 | 323% |
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