Interact to see
Advertisement
Advertisement
LCGRX vs VEXPX
LCGRX vs VEXPX Comparison
Open Charts LCGRX vs VEXPX
Loomis Sayles Small Cap Growth Retail
Price$25.90
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets2.2B
LCGRX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCGRX vs. VEXPX commentary
Nov 14, 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 LCGRX is a Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. LCGRX (2.2B). VEXPX pays higher dividends than LCGRX: VEXPX (0.38) vs LCGRX (0.00). LCGRX was incepted earlier than VEXPX: LCGRX (29 years) vs VEXPX (58 years). LCGRX (1.19) is less costly to investors than VEXPX (0.44). LCGRX is a more actively managed with annual turnover of: 39.00 vs. VEXPX (35.00). LCGRX has a lower initial minimum investment than VEXPX: LCGRX (2500) vs VEXPX (3000). VEXPX annual gain was more profitable for investors over the last year : -4.98 vs. LCGRX (-5.54). VEXPX return over 5 years is better than : 1.25 vs. LCGRX (-9.82).
| LCGRX | VEXPX | LCGRX / VEXPX | |
| Total Expense Ratio | 1.19 | 0.44 | 270% |
| Annual Report Gross Expense Ratio | 1.19 | 0.44 | 270% |
| Fund Existence | 29 years | 58 years | - |
| Gain YTD | 4.016 | 6.620 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 20.5B | 11% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | -5.54 | -4.98 | 111% |
| Returns for 3 years | 16.82 | 19.54 | 86% |
| Returns for 5 years | -9.82 | 1.25 | -788% |
| Returns for 10 years | 19.58 | 38.39 | 51% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement