Loomis Sayles Small Cap Value Fund (LSSCX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSSCX
LSSCX charges 0.90% annually. There are 69 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | LSSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | LSSCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | LSSCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | LSSCX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | LSSCX vs TISBX |
Best Risk-Adjusted Alternatives to LSSCX
LSSCX has a PortfoliosLab risk / return rank of 67. There are 78 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | LSSCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | LSSCX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | LSSCX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | LSSCX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | LSSCX vs RYOTX |
Top Performing LSSCX Alternatives (YTD)
LSSCX is at 19.98% YTD. There are 87 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | LSSCX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | LSSCX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | LSSCX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | LSSCX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | LSSCX vs HASCX |
Lowest Volatility Alternatives to LSSCX
LSSCX has 17.61% 1-year volatility. There are 52 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | LSSCX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | LSSCX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | LSSCX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | LSSCX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | LSSCX vs BOSOX |
Lowest Drawdown Alternatives to LSSCX
LSSCX has a 1-year max drawdown of -9.89%. There are 71 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | LSSCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | LSSCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | LSSCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | LSSCX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | LSSCX vs SSCDX |
Other Mutual Funds from Loomis Sayles Funds
The 10 most viewed Loomis Sayles Funds mutual funds shown here include LSBDX, LSSAX, LSGBX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Bond Fund | Multisector Bonds | 26 | -0.36% | — | May 1991 | LSSCX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 59 | 1.24% | — | Mar 2006 | LSSCX vs LSSAX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 6 | -0.26% | — | May 1991 | LSSCX vs LSGBX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 43 | 0.17% | — | Jan 1995 | LSSCX vs LSFIX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 95 | 2.27% | — | Apr 2004 | LSSCX vs LSIOX | |
| Loomis Sayles Small Cap Growth Fund | Small Cap Growth Equities | 60 | 23.20% | — | Dec 1996 | LSSCX vs LSSIX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 45 | 16.26% | — | Jun 2015 | LSSCX vs LSMIX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 90 | 2.10% | — | Jun 1996 | LSSCX vs LSHIX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 13 | 0.73% | — | May 1991 | LSSCX vs LSGSX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond | 24 | 0.18% | — | Jul 1994 | LSSCX vs LSIGX |
Often Compared With LSSCX
Investors most often compare LSSCX with AZBIX, AUERX, PRCGX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare LSSCX with Any Fund or Stock
Compare LSSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSSCX with funds that move differently
Loomis Sayles Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSSCX.
Explore LSSCX Diversifiers