LSVAX
Price
$19.23
Change
+$0.12 (+0.63%)
Updated
Jul 3 closing price
Net Assets
341.73M
VSCPX
Price
$336.62
Change
+$2.39 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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LSVAX vs VSCPX

Header iconLSVAX vs VSCPX Comparison
Open Charts LSVAX vs VSCPXBanner chart's image
Loomis Sayles Small Cap Value Admin
Price$19.23
Change+$0.12 (+0.63%)
VolumeN/A
Net Assets341.73M
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
LSVAX vs VSCPX Comparison Chart in %
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LSVAX vs. VSCPX commentary
Jul 07, 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 LSVAX is a Buy and VSCPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. LSVAX (342M). VSCPX pays higher dividends than LSVAX: VSCPX (1.42) vs LSVAX (0.00). LSVAX was incepted earlier than VSCPX: LSVAX (28 years) vs VSCPX (15 years). LSVAX (1.47) is less costly to investors than VSCPX (0.03). LSVAX has a lower initial minimum investment than VSCPX: LSVAX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 12.26 vs. LSVAX (-5.41). VSCPX return over 5 years is better than : 69.56 vs. LSVAX (-4.19).
LSVAXVSCPXLSVAX / VSCPX
Total Expense Ratio1.400.034,667%
Annual Report Gross Expense Ratio1.470.034,900%
Fund Existence28 years15 years-
Gain YTD1.2641.45287%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets342M148B0%
Annual Yield % from dividends0.001.42-
Returns for 1 year-5.4112.26-44%
Returns for 3 years-8.9937.96-24%
Returns for 5 years-4.1969.56-6%
Returns for 10 years-43.97109.40-40%
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