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LSSCX vs VSMAX
LSSCX vs VSMAX Comparison
Open Charts LSSCX vs VSMAX
Loomis Sayles Small Cap Value Instl
Price$23.07
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets394.16M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
LSSCX vs VSMAX Comparison Chart
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LSSCX vs. VSMAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. LSSCX (394M). VSMAX pays higher dividends than LSSCX: VSMAX (1.42) vs LSSCX (0.18). LSSCX was incepted earlier than VSMAX: LSSCX (34 years) vs VSMAX (24 years). LSSCX is a more actively managed with annual turnover of: 26.00 vs. VSMAX (12.00). 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 : 21.26 vs. LSSCX (8.00). VSMAX return over 5 years is better than : 48.99 vs. LSSCX (-17.91).
| LSSCX | VSMAX | LSSCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 3.314 | 3.369 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 155B | 0% |
| Annual Yield % from dividends | 0.18 | 1.42 | 13% |
| Returns for 1 year | 8.00 | 21.26 | 38% |
| Returns for 3 years | -17.25 | 17.25 | -100% |
| Returns for 5 years | -17.91 | 48.99 | -37% |
| Returns for 10 years | -29.29 | 127.10 | -23% |
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