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LSVAX vs VSCIX
LSVAX vs VSCIX Comparison
Open Charts LSVAX vs VSCIX
Loomis Sayles Small Cap Value Admin
Price$18.75
Change-$0.41 (-2.14%)
VolumeN/A
Net Assets371.81M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
LSVAX vs VSCIX Comparison Chart
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LSVAX 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 LSVAX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. LSVAX (372M). VSCIX pays higher dividends than LSVAX: VSCIX (1.43) vs LSVAX (0.00). LSVAX was incepted earlier than VSCIX: LSVAX (27 years) vs VSCIX (28 years). LSVAX is a more actively managed with annual turnover of: 26.00 vs. VSCIX (12.00). LSVAX has a lower initial minimum investment than VSCIX: LSVAX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 11.25 vs. LSVAX (-3.90). VSCIX return over 5 years is better than : 44.48 vs. LSVAX (-26.38).
| LSVAX | VSCIX | LSVAX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | -1.264 | -0.304 | 416% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | -3.90 | 11.25 | -35% |
| Returns for 3 years | -21.78 | 18.86 | -115% |
| Returns for 5 years | -26.38 | 44.48 | -59% |
| Returns for 10 years | -44.92 | 105.81 | -42% |