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LSDRX vs VSTBX
LSDRX vs VSTBX Comparison
Open Charts LSDRX vs VSTBX
Loomis Sayles Interm Duration Bond A
Price$9.51
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets232.16M
Vanguard Short-Term Corp Bd Idx I
Price$26.22
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets41.4B
LSDRX vs VSTBX Comparison Chart
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LSDRX vs. VSTBX 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 VSTBX is a Hold.
FUNDAMENTALS
Fundamentals
VSTBX has more cash in the bank: 41.4B vs. LSDRX (232M). VSTBX (4.10) and LSDRX (3.98) have matching dividends . LSDRX was incepted earlier than VSTBX: LSDRX (15 years) vs VSTBX (16 years). LSDRX (0.73) is less costly to investors than VSTBX (0.04). LSDRX has a lower initial minimum investment than VSTBX: LSDRX (2500) vs VSTBX (5000000). VSTBX annual gain was more profitable for investors over the last year : 6.53 vs. LSDRX (5.76). VSTBX return over 5 years is better than : 10.88 vs. LSDRX (1.05).
| LSDRX | VSTBX | LSDRX / VSTBX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.73 | 0.04 | 1,825% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 2.427 | 2.473 | 98% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 41.4B | 1% |
| Annual Yield % from dividends | 3.98 | 4.10 | 97% |
| Returns for 1 year | 5.76 | 6.53 | 88% |
| Returns for 3 years | 9.19 | 13.17 | 70% |
| Returns for 5 years | 1.05 | 10.88 | 10% |
| Returns for 10 years | 15.60 | 27.53 | 57% |
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