LSSCX
Price
$22.67
Change
+$0.15 (+0.67%)
Updated
Jul 3 closing price
Net Assets
341.73M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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LSSCX vs VSMAX

Header iconLSSCX vs VSMAX Comparison
Open Charts LSSCX vs VSMAXBanner chart's image
Loomis Sayles Small Cap Value Instl
Price$22.67
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets341.73M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
LSSCX vs VSMAX Comparison Chart in %
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VS
LSSCX vs. VSMAX commentary
Jul 06, 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 Buy and VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LSSCX (342M). VSMAX pays higher dividends than LSSCX: VSMAX (1.40) vs LSSCX (0.28). LSSCX was incepted earlier than VSMAX: LSSCX (34 years) vs VSMAX (25 years). LSSCX (0.96) is less costly to investors than VSMAX (0.05). LSSCX is a more actively managed with annual turnover of: 25.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than LSSCX: VSMAX (3000) vs LSSCX (100000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. LSSCX (-3.35). VSMAX return over 5 years is better than : 69.54 vs. LSSCX (5.22).
LSSCXVSMAXLSSCX / VSMAX
Total Expense Ratio0.900.051,800%
Annual Report Gross Expense Ratio0.960.051,920%
Fund Existence34 years25 years-
Gain YTD1.5231.447105%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets342M148B0%
Annual Yield % from dividends0.281.4020%
Returns for 1 year-3.3512.25-27%
Returns for 3 years-2.8437.95-7%
Returns for 5 years5.2269.548%
Returns for 10 years-35.67109.34-33%
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