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LSVAX vs VSCPX
LSVAX vs VSCPX Comparison
Open Charts LSVAX vs VSCPX
Loomis Sayles Small Cap Value Admin
Price$21.16
Change-$0.82 (-3.73%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
LSVAX vs VSCPX Comparison Chart
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LSVAX vs. VSCPX commentary
Dec 19, 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 LSVAX is a Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. LSVAX (401M). VSCPX pays higher dividends than LSVAX: VSCPX (1.44) vs LSVAX (0.00). LSVAX was incepted earlier than VSCPX: LSVAX (27 years) vs VSCPX (14 years). LSVAX is a more actively managed with annual turnover of: 26.00 vs. VSCPX (12.00). LSVAX has a lower initial minimum investment than VSCPX: LSVAX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 19.60 vs. LSVAX (-5.62). VSCPX return over 5 years is better than : 54.01 vs. LSVAX (-21.81).
| LSVAX | VSCPX | LSVAX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | 13.827 | 18.058 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 401M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | -5.62 | 19.60 | -29% |
| Returns for 3 years | -26.56 | 15.81 | -168% |
| Returns for 5 years | -21.81 | 54.01 | -40% |
| Returns for 10 years | -41.31 | 125.14 | -33% |
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