Interact to see
Advertisement
Advertisement
LSCRX vs VSMAX
LSCRX vs VSMAX Comparison
Open Charts LSCRX vs VSMAX
Loomis Sayles Small Cap Value Retail
Price$21.72
Change-$0.38 (-1.72%)
VolumeN/A
Net Assets317.51M
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
LSCRX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSCRX vs. VSMAX commentary
Nov 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 LSCRX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. LSCRX (318M). VSMAX pays higher dividends than LSCRX: VSMAX (1.34) vs LSCRX (0.03). LSCRX was incepted earlier than VSMAX: LSCRX (29 years) vs VSMAX (25 years). LSCRX (1.21) is less costly to investors than VSMAX (0.05). LSCRX is a more actively managed with annual turnover of: 25.00 vs. VSMAX (13.00). LSCRX has a lower initial minimum investment than VSMAX: LSCRX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 1.45 vs. LSCRX (-12.83). VSMAX return over 5 years is better than : 48.41 vs. LSCRX (-13.65).
| LSCRX | VSMAX | LSCRX / VSMAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.21 | 0.05 | 2,420% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 2.934 | 6.757 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 162B | 0% |
| Annual Yield % from dividends | 0.03 | 1.34 | 2% |
| Returns for 1 year | -12.83 | 1.45 | -884% |
| Returns for 3 years | -13.00 | 33.26 | -39% |
| Returns for 5 years | -13.65 | 48.41 | -28% |
| Returns for 10 years | -33.20 | 138.28 | -24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement