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LSCRX vs VSCPX
LSCRX vs VSCPX Comparison
Open Charts LSCRX vs VSCPX
Loomis Sayles Small Cap Value Retail
Price$20.66
Change-$1.43 (-6.47%)
VolumeN/A
Net Assets343.22M
Vanguard Small Cap Index InstlPlus
Price$376.44
Change+$22.71 (+6.42%)
VolumeN/A
Net Assets162.31B
LSCRX vs VSCPX Comparison Chart in %
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LSCRX vs. VSCPX commentary
Feb 04, 2026
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 (343M). VSCPX pays higher dividends than LSCRX: VSCPX (1.29) vs LSCRX (0.85). 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 : 10.72 vs. LSCRX (-4.18). VSCPX return over 5 years is better than : 31.96 vs. LSCRX (-25.31).
| 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 | 7.829 | 5.537 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 162B | 0% |
| Annual Yield % from dividends | 0.85 | 1.29 | 65% |
| Returns for 1 year | -4.18 | 10.72 | -39% |
| Returns for 3 years | -13.39 | 33.13 | -40% |
| Returns for 5 years | -25.31 | 31.96 | -79% |
| Returns for 10 years | -20.85 | 186.98 | -11% |
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