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LSSCX vs VSMAX
LSSCX vs VSMAX Comparison
Open Charts LSSCX vs VSMAX
Loomis Sayles Small Cap Value Instl
Price$25.61
Change-$0.30 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
LSSCX vs VSMAX Comparison Chart
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LSSCX vs. VSMAX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. LSSCX (405M). 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 : 30.28 vs. LSSCX (6.07). VSMAX return over 5 years is better than : 55.62 vs. LSSCX (-11.97).
| 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 | 14.895 | 15.803 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 405M | 151B | 0% |
| Annual Yield % from dividends | 0.18 | 1.42 | 13% |
| Returns for 1 year | 6.07 | 30.28 | 20% |
| Returns for 3 years | -26.53 | 4.74 | -560% |
| Returns for 5 years | -11.97 | 55.62 | -22% |
| Returns for 10 years | -32.89 | 123.30 | -27% |