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LCGRX vs VEXPX
LCGRX vs VEXPX Comparison
Open Charts LCGRX vs VEXPX
Loomis Sayles Small Cap Growth Retail
Price$24.80
Change-$0.10 (-0.40%)
VolumeN/A
Net Assets2.12B
LCGRX vs VEXPX Comparison Chart in %
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LCGRX vs. VEXPX commentary
Aug 18, 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: 19.9B vs. LCGRX (2.12B). VEXPX pays higher dividends than LCGRX: VEXPX (0.40) 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). LCGRX annual gain was more profitable for investors over the last year : 0.85 vs. VEXPX (-1.90). VEXPX return over 5 years is better than : 5.07 vs. LCGRX (-4.14).
| 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 | -0.402 | 1.235 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 19.9B | 11% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 0.85 | -1.90 | -45% |
| Returns for 3 years | 6.44 | 5.40 | 119% |
| Returns for 5 years | -4.14 | 5.07 | -82% |
| Returns for 10 years | 5.31 | 19.92 | 27% |
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