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LSSCX vs VSCIX
LSSCX vs VSCIX Comparison
Open Charts LSSCX vs VSCIX
Loomis Sayles Small Cap Value Instl
Price$22.06
Change-$0.48 (-2.13%)
VolumeN/A
Net Assets371.81M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
LSSCX vs VSCIX Comparison Chart
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LSSCX vs. VSCIX commentary
Feb 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 LSSCX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. LSSCX (372M). VSCIX pays higher dividends than LSSCX: VSCIX (1.43) vs LSSCX (0.18). LSSCX was incepted earlier than VSCIX: LSSCX (34 years) vs VSCIX (28 years). LSSCX is a more actively managed with annual turnover of: 26.00 vs. VSCIX (12.00). LSSCX has a lower initial minimum investment than VSCIX: LSSCX (100000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 11.25 vs. LSSCX (-1.86). VSCIX return over 5 years is better than : 44.48 vs. LSSCX (-19.19).
| LSSCX | VSCIX | LSSCX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | -1.209 | -0.304 | 398% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 161B | 0% |
| Annual Yield % from dividends | 0.18 | 1.43 | 13% |
| Returns for 1 year | -1.86 | 11.25 | -17% |
| Returns for 3 years | -16.49 | 18.86 | -87% |
| Returns for 5 years | -19.19 | 44.48 | -43% |
| Returns for 10 years | -36.78 | 105.81 | -35% |