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FSSNX vs LSCRX
FSSNX vs LSCRX Comparison
Open Charts FSSNX vs LSCRX
Fidelity Small Cap Index
Price$33.03
Change+$2.04 (+6.58%)
VolumeN/A
Net Assets29.73B
Loomis Sayles Small Cap Value Retail
Price$20.66
Change-$1.43 (-6.47%)
VolumeN/A
Net Assets343.22M
FSSNX vs LSCRX Comparison Chart in %
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FSSNX vs. LSCRX commentary
Feb 04, 2026
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 FSSNX is a Hold and LSCRX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.7B vs. LSCRX (343M). FSSNX pays higher dividends than LSCRX: FSSNX (1.03) vs LSCRX (0.85). FSSNX was incepted earlier than LSCRX: FSSNX (14 years) vs LSCRX (29 years). LSCRX (1.21) is less costly to investors than FSSNX (0.03). LSCRX is a more actively managed with annual turnover of: 36.00 vs. FSSNX (14.00). FSSNX has a lower initial minimum investment than LSCRX: FSSNX (0) vs LSCRX (2500). FSSNX annual gain was more profitable for investors over the last year : 18.62 vs. LSCRX (-4.18). FSSNX return over 5 years is better than : 25.49 vs. LSCRX (-25.31).
| FSSNX | LSCRX | FSSNX / LSCRX | |
| Total Expense Ratio | 0.03 | 1.15 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.21 | 2% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | 6.434 | 7.829 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7B | 343M | 8,659% |
| Annual Yield % from dividends | 1.03 | 0.85 | 122% |
| Returns for 1 year | 18.62 | -4.18 | -446% |
| Returns for 3 years | 39.32 | -13.39 | -294% |
| Returns for 5 years | 25.49 | -25.31 | -101% |
| Returns for 10 years | 169.89 | -20.85 | -815% |
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