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LSVAX vs VSCPX
LSVAX vs VSCPX Comparison
Open Charts LSVAX vs VSCPX
Loomis Sayles Small Cap Value Admin
Price$18.36
Change+$0.23 (+1.27%)
VolumeN/A
Net Assets321.82M
Vanguard Small Cap Index InstlPlus
Price$322.22
Change+$3.63 (+1.14%)
VolumeN/A
Net Assets147.56B
LSVAX vs VSCPX Comparison Chart
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LSVAX vs. VSCPX commentary
Jun 07, 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 StrongBuy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. LSVAX (322M). VSCPX pays higher dividends than LSVAX: VSCPX (1.50) vs LSVAX (0.00). LSVAX was incepted earlier than VSCPX: LSVAX (27 years) vs VSCPX (14 years). LSVAX (1.47) is less costly to investors than VSCPX (0.03). 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 : 5.16 vs. LSVAX (-10.87). VSCPX return over 5 years is better than : 52.42 vs. LSVAX (-17.85).
| LSVAX | VSCPX | LSVAX / VSCPX | |
| Total Expense Ratio | 1.40 | 0.03 | 4,667% |
| Annual Report Gross Expense Ratio | 1.47 | 0.03 | 4,900% |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | -4.529 | -4.054 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | -10.87 | 5.16 | -211% |
| Returns for 3 years | -23.66 | 16.73 | -141% |
| Returns for 5 years | -17.85 | 52.42 | -34% |
| Returns for 10 years | -47.43 | 96.69 | -49% |
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