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LSDRX vs VFSIX
LSDRX vs VFSIX Comparison
Open Charts LSDRX vs VFSIX
Loomis Sayles Interm Duration Bond A
Price$9.56
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets232.77M
Vanguard Short-Term Investment-Grade I
Price$10.40
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets52.46B
LSDRX vs VFSIX Comparison Chart
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LSDRX vs. VFSIX commentary
Jun 15, 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: 52.5B vs. LSDRX (233M). VFSIX pays higher dividends than LSDRX: VFSIX (4.41) vs LSDRX (4.03). 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 : 5.33 vs. VFSIX (1.76). LSDRX return over 5 years is better than : 0.44 vs. VFSIX (-4.39).
| 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 | 3.006 | 0.873 | 344% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 52.5B | 0% |
| Annual Yield % from dividends | 4.03 | 4.41 | 91% |
| Returns for 1 year | 5.33 | 1.76 | 302% |
| Returns for 3 years | 12.79 | 4.52 | 283% |
| Returns for 5 years | 0.44 | -4.39 | -10% |
| Returns for 10 years | 16.60 | 6.16 | 269% |
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