Loomis Sayles Small Cap Value Fund (LSSCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LSSCX
LSSCX charges 0.90% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among LSSCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | LSSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | LSSCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | LSSCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | LSSCX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | LSSCX vs VSMAX |
Best Risk-Adjusted Alternatives to LSSCX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | LSSCX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | LSSCX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | LSSCX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | LSSCX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | LSSCX vs PRSVX |
Top Performing LSSCX Alternatives (YTD)
LSSCX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | LSSCX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | LSSCX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | LSSCX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | LSSCX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | LSSCX vs RIVSX |
Lowest Volatility Alternatives to LSSCX
LSSCX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | LSSCX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | LSSCX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | LSSCX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | LSSCX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | LSSCX vs CSMDX |
Lowest Drawdown Alternatives to LSSCX
LSSCX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | LSSCX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | LSSCX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | LSSCX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | LSSCX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | LSSCX vs BOSOX |
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 | LSSCX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 87 | 0.29% | Mar 2, 2006 | LSSCX vs LSSAX | |
| Loomis Sayles Small Cap Growth Fund | Small Cap Growth Equities | 12 | -3.32% | Dec 31, 1996 | LSSCX vs LSSIX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 11 | -3.25% | Jun 30, 2015 | LSSCX vs LSMIX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 85 | -0.85% | Apr 12, 2004 | LSSCX vs LSIOX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 90 | -1.09% | Jan 16, 1995 | LSSCX vs LSFIX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 43 | -1.87% | May 9, 1991 | LSSCX vs LSGBX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 75 | -1.05% | Jun 5, 1996 | LSSCX vs LSHIX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond | 58 | -1.06% | Jul 1, 1994 | LSSCX vs LSIGX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 30 | -0.21% | May 19, 1991 | LSSCX vs LSGSX |
Often Compared With LSSCX
What investors most often compare with LSSCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | LSSCX vs TNVIX | |
| Perritt MicroCap Opportunities Fund | Small Cap Blend Equities | — | — | Apr 11, 1988 | LSSCX vs PRCGX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | LSSCX vs TISBX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 69 | 3.52% | Mar 31, 2015 | LSSCX vs SSCDX |
Compare LSSCX with Any Fund or Stock
Compare LSSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.