Interact to see
Advertisement
Advertisement
LSCRX vs VSCPX
LSCRX vs VSCPX Comparison
Open Charts LSCRX vs VSCPX
Loomis Sayles Small Cap Value Retail
Price$21.78
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets321.99M
Vanguard Small Cap Index InstlPlus
Price$350.16
Change-$0.09 (-0.03%)
VolumeN/A
Net Assets162.36B
LSCRX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSCRX vs. VSCPX commentary
Oct 19, 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 LSCRX is a Buy and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. LSCRX (322M). VSCPX pays higher dividends than LSCRX: VSCPX (1.36) vs LSCRX (0.03). LSCRX was incepted earlier than VSCPX: LSCRX (29 years) vs VSCPX (15 years). LSCRX (1.21) is less costly to investors than VSCPX (0.03). LSCRX is a more actively managed with annual turnover of: 25.00 vs. VSCPX (13.00). LSCRX has a lower initial minimum investment than VSCPX: LSCRX (2500) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 4.95 vs. LSCRX (-10.05). VSCPX return over 5 years is better than : 55.49 vs. LSCRX (-7.69).
| LSCRX | VSCPX | LSCRX / VSCPX | |
| Total Expense Ratio | 1.15 | 0.03 | 3,833% |
| Annual Report Gross Expense Ratio | 1.21 | 0.03 | 4,033% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 1.444 | 5.606 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 162B | 0% |
| Annual Yield % from dividends | 0.03 | 1.36 | 2% |
| Returns for 1 year | -10.05 | 4.95 | -203% |
| Returns for 3 years | -7.37 | 42.04 | -18% |
| Returns for 5 years | -7.69 | 55.49 | -14% |
| Returns for 10 years | -34.83 | 130.96 | -27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement