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LSMIX vs VEXPX
LSMIX vs VEXPX Comparison
Open Charts LSMIX vs VEXPX
Loomis Sayles Small/Mid Cap Growth Instl
Price$15.54
Change+$0.29 (+1.90%)
VolumeN/A
Net Assets240.46M
LSMIX vs VEXPX Comparison Chart in %
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LSMIX vs. VEXPX commentary
Jan 16, 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 LSMIX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.2B vs. LSMIX (240M). VEXPX pays higher dividends than LSMIX: VEXPX (0.42) vs LSMIX (0.00). LSMIX was incepted earlier than VEXPX: LSMIX (11 years) vs VEXPX (58 years). LSMIX (0.95) is less costly to investors than VEXPX (0.44). LSMIX is a more actively managed with annual turnover of: 55.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than LSMIX: VEXPX (3000) vs LSMIX (100000). LSMIX annual gain was more profitable for investors over the last year : 10.76 vs. VEXPX (4.01). LSMIX return over 5 years is better than : 7.39 vs. VEXPX (-8.54).
| LSMIX | VEXPX | LSMIX / VEXPX | |
| Total Expense Ratio | 0.85 | 0.44 | 193% |
| Annual Report Gross Expense Ratio | 0.95 | 0.44 | 216% |
| Fund Existence | 11 years | 58 years | - |
| Gain YTD | 7.543 | 6.698 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 20.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 10.76 | 4.01 | 269% |
| Returns for 3 years | 35.96 | 23.45 | 153% |
| Returns for 5 years | 7.39 | -8.54 | -87% |
| Returns for 10 years | 85.77 | 71.38 | 120% |
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