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LSSIX vs VEXPX
LSSIX vs VEXPX Comparison
Open Charts LSSIX vs VEXPX
Loomis Sayles Small Cap Growth Instl
Price$29.75
Change-$0.20 (-0.67%)
VolumeN/A
CapitalizationN/A
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LSSIX vs VEXPX Comparison Chart
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LSSIX vs. VEXPX commentary
Sep 22, 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 LSSIX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.6B vs. LSSIX (2.39B). VEXPX pays higher dividends than LSSIX: VEXPX (0.48) vs LSSIX (0.00). LSSIX was incepted earlier than VEXPX: LSSIX (28 years) vs VEXPX (57 years). VEXPX is a more actively managed with annual turnover of: 40.00 vs. LSSIX (37.00). VEXPX has a lower initial minimum investment than LSSIX: VEXPX (3000) vs LSSIX (100000). VEXPX annual gain was more profitable for investors over the last year : 24.36 vs. LSSIX (20.59). VEXPX return over 5 years is better than : 20.26 vs. LSSIX (9.42).
| LSSIX | VEXPX | LSSIX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 57 years | - |
| Gain YTD | 13.506 | 10.554 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 22.6B | 11% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 20.59 | 24.36 | 85% |
| Returns for 3 years | -19.35 | -15.69 | 123% |
| Returns for 5 years | 9.42 | 20.26 | 46% |
| Returns for 10 years | 21.53 | 20.68 | 104% |
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