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LSDIX vs VFSTX
LSDIX vs VFSTX Comparison
Open Charts LSDIX vs VFSTX
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 VFSTX Comparison Chart
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LSDIX vs. VFSTX commentary
May 23, 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 VFSTX is a Hold.
FUNDAMENTALS
Fundamentals
VFSTX has more cash in the bank: 52.4B vs. LSDIX (232M). LSDIX (4.24) and VFSTX (4.23) have matching dividends . LSDIX was incepted earlier than VFSTX: LSDIX (27 years) vs VFSTX (43 years). LSDIX (0.48) is less costly to investors than VFSTX (0.20). VFSTX has a lower initial minimum investment than LSDIX: VFSTX (3000) vs LSDIX (100000). LSDIX annual gain was more profitable for investors over the last year : 5.93 vs. VFSTX (2.44). LSDIX return over 5 years is better than : 2.37 vs. VFSTX (-3.35).
| LSDIX | VFSTX | LSDIX / VFSTX | |
| Total Expense Ratio | 0.40 | 0.20 | 200% |
| Annual Report Gross Expense Ratio | 0.48 | 0.20 | 240% |
| Fund Existence | 27 years | 43 years | - |
| Gain YTD | 2.404 | 1.147 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 52.4B | 0% |
| Annual Yield % from dividends | 4.24 | 4.23 | 100% |
| Returns for 1 year | 5.93 | 2.44 | 243% |
| Returns for 3 years | 9.95 | 2.64 | 378% |
| Returns for 5 years | 2.37 | -3.35 | -71% |
| Returns for 10 years | 18.48 | 5.71 | 323% |
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