Ad is loading...
LSVAX vs VSCIX
LSVAX vs VSCIX Comparison
Open Charts LSVAX vs VSCIX
Loomis Sayles Small Cap Value Admin
Price$19.62
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets394.16M
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
LSVAX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSVAX vs. VSCIX 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 LSVAX is a Buy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. LSVAX (394M). 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 : 21.27 vs. LSVAX (5.77). VSCIX return over 5 years is better than : 49.01 vs. LSVAX (-25.20).
| 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 | 3.318 | 3.378 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 5.77 | 21.27 | 27% |
| Returns for 3 years | -22.45 | 17.25 | -130% |
| Returns for 5 years | -25.20 | 49.01 | -51% |
| Returns for 10 years | -38.38 | 127.16 | -30% |
View a ticker or compare two or three
VS
VS
Ad is loading...