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LSCRX vs VSCPX
LSCRX vs VSCPX Comparison
Open Charts LSCRX vs VSCPX
Loomis Sayles Small Cap Value Retail
Price$23.09
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets329.6M
Vanguard Small Cap Index InstlPlus
Price$364.26
Change+$0.82 (+0.23%)
VolumeN/A
Net Assets163.34B
LSCRX vs VSCPX Comparison Chart in %
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LSCRX vs. VSCPX commentary
Dec 27, 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 Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 163B vs. LSCRX (330M). VSCPX pays higher dividends than LSCRX: VSCPX (1.34) 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: 36.00 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 : 8.24 vs. LSCRX (-3.48). VSCPX return over 5 years is better than : 36.53 vs. LSCRX (-10.31).
| 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 | 7.545 | 9.859 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 163B | 0% |
| Annual Yield % from dividends | 0.03 | 1.34 | 2% |
| Returns for 1 year | -3.48 | 8.24 | -42% |
| Returns for 3 years | -5.85 | 44.97 | -13% |
| Returns for 5 years | -10.31 | 36.53 | -28% |
| Returns for 10 years | -30.37 | 144.00 | -21% |
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