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 71 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 | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | LSSCX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | LSSCX vs SWSSX | |
| 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 71. There are 87 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | LSSCX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 95 | — | Apr 1997 | LSSCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 95 | — | Apr 1997 | LSSCX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 92 | — | Dec 1997 | LSSCX vs IPSIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | LSSCX vs RIVSX |
Top Performing LSSCX Alternatives (YTD)
LSSCX is at 20.58% YTD. There are 46 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | LSSCX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.94% | — | Dec 1991 | LSSCX vs RYOTX | |
| River Oak Discovery Fund | 30.67% | — | Jun 2005 | LSSCX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 29.05% | — | Apr 1997 | LSSCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.85% | — | Apr 1997 | LSSCX vs WESCX |
Lowest Volatility Alternatives to LSSCX
LSSCX has 17.17% 1-year volatility. There are 43 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | LSSCX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | LSSCX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | LSSCX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.89% | — | Sep 2011 | LSSCX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | LSSCX vs FTHNX |
Lowest Drawdown Alternatives to LSSCX
LSSCX has a 1-year max drawdown of -9.89%. There are 72 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% | 3.10B | Apr 2006 | LSSCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | LSSCX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | LSSCX vs BIAUX |
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 | 17 | -1.42% | — | May 1991 | LSSCX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 48 | 0.42% | — | Mar 2006 | LSSCX vs LSSAX | |
| Loomis Sayles Small Cap Growth Fund | Small Cap Growth Equities | 60 | 19.56% | — | Dec 1996 | LSSCX vs LSSIX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 28 | -0.59% | — | Jan 1995 | LSSCX vs LSFIX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 8 | -0.84% | — | May 1991 | LSSCX vs LSGBX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 42 | 13.91% | — | Jun 2015 | LSSCX vs LSMIX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 91 | 2.33% | — | Apr 2004 | LSSCX vs LSIOX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 88 | 2.10% | — | Jun 1996 | LSSCX vs LSHIX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 7 | -0.01% | — | May 1991 | LSSCX vs LSGSX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond, Investment Grade Bonds | 12 | -1.51% | — | Jul 1994 | LSSCX vs LSIGX |
Often Compared With LSSCX
Investors most often compare LSSCX with AZBIX, HASCX, CAMSX. These 18 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