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 a closer substitute for your current allocation.
Cheapest Alternatives to LSMIX
LSMIX charges 0.99% annually. There are 84 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | LSMIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | LSMIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | LSMIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | LSMIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | LSMIX vs VMFGX |
Best Risk-Adjusted Alternatives to LSMIX
LSMIX has a PortfoliosLab risk / return rank of 44. There are 16 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 32.70B | Aug 1995 | LSMIX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 80 | — | Nov 2004 | LSMIX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 79 | — | Jun 1998 | LSMIX vs MGOYX | |
| USAA Extended Market Index Fund | 72 | — | Oct 2000 | LSMIX vs USMIX | |
| Timothy Plan Aggressive Growth Fund | 70 | — | Oct 2000 | LSMIX vs TAAGX |
Top Performing LSMIX Alternatives (YTD)
LSMIX is at 15.64% YTD. There are 19 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 38.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 38.99% | — | Dec 2016 | LSMIX vs NEEIX | |
| Needham Growth Fund | 38.66% | — | Jan 1996 | LSMIX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 35.00% | — | May 2007 | LSMIX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 27.71% | — | Oct 2000 | LSMIX vs TAAGX | |
| Kinetics Paradigm Fund | 23.83% | — | Dec 1999 | LSMIX vs WWNPX |
Lowest Volatility Alternatives to LSMIX
LSMIX has 19.78% 1-year volatility. There are 101 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 9.75%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 9.75% | — | May 2021 | LSMIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.42% | — | May 2010 | LSMIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | LSMIX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.63% | — | Jul 1997 | LSMIX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.66% | — | Jul 1996 | LSMIX vs PMEGX |
Lowest Drawdown Alternatives to LSMIX
LSMIX has a 1-year max drawdown of -11.07%. There are 29 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | LSMIX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | LSMIX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | LSMIX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | LSMIX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | LSMIX vs FAMVX |
Other Mutual Funds from Loomis Sayles
The 10 most viewed Loomis Sayles mutual funds shown here include LSBDX, LSSAX, LSSIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Bond Fund | Multisector Bonds | 19 | -1.17% | — | May 1991 | LSMIX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 51 | 0.78% | — | Mar 2006 | LSMIX vs LSSAX | |
| Loomis Sayles Small Cap Growth Fund | Small Cap Growth Equities | 62 | 21.70% | — | Dec 1996 | LSMIX vs LSSIX | |
| Loomis Sayles Small Cap Value Fund | Small Cap Blend Equities | 74 | 22.57% | — | May 1991 | LSMIX vs LSSCX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 30 | -0.25% | — | Jan 1995 | LSMIX vs LSFIX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 8 | -0.58% | — | May 1991 | LSMIX vs LSGBX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 92 | 2.61% | — | Apr 2004 | LSMIX vs LSIOX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 89 | 2.45% | — | Jun 1996 | LSMIX vs LSHIX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 7 | 0.09% | — | May 1991 | LSMIX vs LSGSX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond, Investment Grade Bonds | 13 | -1.32% | — | Jul 1994 | LSMIX vs LSIGX |
Often Compared With LSMIX
Investors most often compare LSMIX with BARIX, CTIGX, KMKNX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare LSMIX with Any Fund or Stock
Compare LSMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSMIX with funds that move differently
Loomis Sayles Small/Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSMIX.
Explore LSMIX Diversifiers