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LSDIX vs VFSIX
LSDIX vs VFSIX Comparison
Open Charts LSDIX vs VFSIX
Loomis Sayles Interm Duration Bond Y
Price$9.50
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets232.16M
Vanguard Short-Term Investment-Grade I
Price$10.37
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets52.45B
LSDIX vs VFSIX Comparison Chart
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LSDIX vs. VFSIX commentary
May 22, 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: 52.4B vs. LSDIX (232M). VFSIX (4.36) and LSDIX (4.24) 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 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 : 5.93 vs. VFSIX (2.06). LSDIX return over 5 years is better than : 2.37 vs. VFSIX (-3.69).
| 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 | 2.404 | 0.776 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 52.4B | 0% |
| Annual Yield % from dividends | 4.24 | 4.36 | 97% |
| Returns for 1 year | 5.93 | 2.06 | 287% |
| Returns for 3 years | 9.95 | 2.27 | 439% |
| Returns for 5 years | 2.37 | -3.69 | -64% |
| Returns for 10 years | 18.48 | 5.84 | 316% |
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