Interact to see
Advertisement
Advertisement
LCGRX vs VEXPX
LCGRX vs VEXPX Comparison
Open Charts LCGRX vs VEXPX
Loomis Sayles Small Cap Growth Retail
Price$23.61
Change-$0.37 (-1.54%)
VolumeN/A
Net Assets2.15B
LCGRX vs VEXPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LCGRX vs. VEXPX commentary
Jun 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 Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. LCGRX (2.15B). VEXPX pays higher dividends than LCGRX: VEXPX (0.42) vs LCGRX (0.00). LCGRX was incepted earlier than VEXPX: LCGRX (28 years) vs VEXPX (58 years). LCGRX (1.19) is less costly to investors than VEXPX (0.44). 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 : -0.21 vs. VEXPX (-4.59). VEXPX return over 5 years is better than : 12.47 vs. LCGRX (5.40).
| LCGRX | VEXPX | LCGRX / VEXPX | |
| Total Expense Ratio | 1.19 | 0.44 | 270% |
| Annual Report Gross Expense Ratio | 1.19 | 0.44 | 270% |
| Fund Existence | 28 years | 58 years | - |
| Gain YTD | -5.181 | -4.593 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 19.4B | 11% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -0.21 | -4.59 | 5% |
| Returns for 3 years | 21.70 | 16.76 | 130% |
| Returns for 5 years | 5.40 | 12.47 | 43% |
| Returns for 10 years | -0.25 | 8.96 | -3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement