Loomis Sayles Small Cap Growth Fund (LSSIX) belongs to the Small 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 LSSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSSIX
LSSIX charges 0.92% annually. There are 44 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | LSSIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | LSSIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | LSSIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | LSSIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | LSSIX vs VISGX |
Best Risk-Adjusted Alternatives to LSSIX
LSSIX has a PortfoliosLab risk / return rank of 65. There are 32 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | LSSIX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | LSSIX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | LSSIX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | LSSIX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | LSSIX vs NEAIX |
Top Performing LSSIX Alternatives (YTD)
LSSIX is at 24.55% YTD. There are 29 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | LSSIX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | LSSIX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | LSSIX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | LSSIX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | LSSIX vs OBMCX |
Lowest Volatility Alternatives to LSSIX
LSSIX has 20.12% 1-year volatility. There are 58 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | LSSIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | LSSIX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | LSSIX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | LSSIX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | LSSIX vs NBGNX |
Lowest Drawdown Alternatives to LSSIX
LSSIX has a 1-year max drawdown of -10.77%. There are 22 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | LSSIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | LSSIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | LSSIX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | LSSIX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | LSSIX vs RFIMX |
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 | 20 | -0.51% | — | May 1991 | LSSIX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 59 | 1.20% | — | Mar 2006 | LSSIX vs LSSAX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 4 | -0.78% | — | May 1991 | LSSIX vs LSGBX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 36 | 0.00% | — | Jan 1995 | LSSIX vs LSFIX | |
| Loomis Sayles Small Cap Value Fund | Small Cap Blend Equities | 60 | 20.03% | — | May 1991 | LSSIX vs LSSCX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 92 | 2.56% | — | Apr 2004 | LSSIX vs LSIOX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 50 | 17.51% | — | Jun 2015 | LSSIX vs LSMIX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 88 | 2.45% | — | Jun 1996 | LSSIX vs LSHIX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 10 | 0.52% | — | May 1991 | LSSIX vs LSGSX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond | 17 | -0.34% | — | Jul 1994 | LSSIX vs LSIGX |
Often Compared With LSSIX
Investors most often compare LSSIX with VINIX, VOO, SPY. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare LSSIX with Any Fund or Stock
Compare LSSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSSIX with funds that move differently
Loomis Sayles Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSSIX.
Explore LSSIX Diversifiers