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LSDRX vs VFSIX
LSDRX vs VFSIX Comparison
Open Charts LSDRX vs VFSIX
Loomis Sayles Interm Duration Bond A
Price$9.51
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
LSDRX vs VFSIX Comparison Chart
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LSDRX vs. VFSIX 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 LSDRX is a Hold and VFSIX is a Hold.
FUNDAMENTALS
Fundamentals
VFSIX has more cash in the bank: 52.4B vs. LSDRX (232M). VFSIX pays higher dividends than LSDRX: VFSIX (4.36) vs LSDRX (3.98). LSDRX was incepted earlier than VFSIX: LSDRX (15 years) vs VFSIX (28 years). LSDRX (0.73) is less costly to investors than VFSIX (0.07). LSDRX has a lower initial minimum investment than VFSIX: LSDRX (2500) vs VFSIX (5000000). LSDRX annual gain was more profitable for investors over the last year : 5.76 vs. VFSIX (2.06). LSDRX return over 5 years is better than : 1.05 vs. VFSIX (-3.69).
| LSDRX | VFSIX | LSDRX / VFSIX | |
| Total Expense Ratio | 0.65 | 0.07 | 929% |
| Annual Report Gross Expense Ratio | 0.73 | 0.07 | 1,043% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 2.427 | 0.776 | 313% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 52.4B | 0% |
| Annual Yield % from dividends | 3.98 | 4.36 | 91% |
| Returns for 1 year | 5.76 | 2.06 | 279% |
| Returns for 3 years | 9.19 | 2.27 | 405% |
| Returns for 5 years | 1.05 | -3.69 | -28% |
| Returns for 10 years | 15.60 | 5.84 | 267% |
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