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LSCRX vs VSMAX
LSCRX vs VSMAX Comparison
Open Charts LSCRX vs VSMAX
Loomis Sayles Small Cap Value Retail
Price$20.52
Change-$0.38 (-1.82%)
VolumeN/A
Net Assets328.44M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
LSCRX vs VSMAX Comparison Chart
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LSCRX vs. VSMAX 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 LSCRX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LSCRX (328M). VSMAX pays higher dividends than LSCRX: VSMAX (1.48) vs LSCRX (0.03). LSCRX was incepted earlier than VSMAX: LSCRX (28 years) vs VSMAX (25 years). LSCRX (1.21) is less costly to investors than VSMAX (0.05). 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 : 5.22 vs. LSCRX (-9.18). VSMAX return over 5 years is better than : 63.38 vs. LSCRX (-3.23).
| 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 | 28 years | 25 years | - |
| Gain YTD | -4.425 | -4.364 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 148B | 0% |
| Annual Yield % from dividends | 0.03 | 1.48 | 2% |
| Returns for 1 year | -9.18 | 5.22 | -176% |
| Returns for 3 years | -10.56 | 31.37 | -34% |
| Returns for 5 years | -3.23 | 63.38 | -5% |
| Returns for 10 years | -42.96 | 93.38 | -46% |