Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) Alternatives
Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LSMIX
LSMIX charges 0.99% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among LSMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | LSMIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | LSMIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | LSMIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | LSMIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | LSMIX vs VMGMX |
Best Risk-Adjusted Alternatives to LSMIX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | LSMIX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | LSMIX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | LSMIX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | LSMIX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | LSMIX vs BFGIX |
Top Performing LSMIX Alternatives (YTD)
LSMIX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | LSMIX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | LSMIX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | LSMIX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | LSMIX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | LSMIX vs NEEGX |
Lowest Volatility Alternatives to LSMIX
LSMIX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | LSMIX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | LSMIX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | LSMIX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | LSMIX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | LSMIX vs VSNGX |
Lowest Drawdown Alternatives to LSMIX
LSMIX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | LSMIX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | LSMIX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | LSMIX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | LSMIX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | LSMIX vs VLEQX |
Other Mutual Funds from Loomis Sayles Funds
Most popular Loomis Sayles Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Loomis Sayles Bond Fund | Multisector Bonds | 83 | -1.54% | May 15, 1991 | LSMIX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 87 | 0.29% | Mar 2, 2006 | LSMIX vs LSSAX | |
| Loomis Sayles Small Cap Growth Fund | Small Cap Growth Equities | 12 | -3.32% | Dec 31, 1996 | LSMIX vs LSSIX | |
| Loomis Sayles Small Cap Value Fund | Small Cap Blend Equities | 17 | 0.75% | May 13, 1991 | LSMIX vs LSSCX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 85 | -0.85% | Apr 12, 2004 | LSMIX vs LSIOX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 90 | -1.09% | Jan 16, 1995 | LSMIX vs LSFIX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 43 | -1.87% | May 9, 1991 | LSMIX vs LSGBX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 75 | -1.05% | Jun 5, 1996 | LSMIX vs LSHIX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond | 58 | -1.06% | Jul 1, 1994 | LSMIX vs LSIGX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 30 | -0.21% | May 19, 1991 | LSMIX vs LSGSX |
Often Compared With LSMIX
What investors most often compare with LSMIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | LSMIX vs IMIDX |
Compare LSMIX with Any Fund or Stock
Compare LSMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.