Loomis Sayles Small Cap Growth Fund (LSSIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LSSIX
LSSIX charges 0.92% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among LSSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | LSSIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | LSSIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | LSSIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | LSSIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | LSSIX vs VISGX |
Best Risk-Adjusted Alternatives to LSSIX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | LSSIX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | LSSIX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | LSSIX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | LSSIX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | LSSIX vs HRSMX |
Top Performing LSSIX Alternatives (YTD)
LSSIX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | LSSIX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | LSSIX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | LSSIX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | LSSIX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | LSSIX vs OBMCX |
Lowest Volatility Alternatives to LSSIX
LSSIX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | LSSIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | LSSIX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | LSSIX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | LSSIX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | LSSIX vs ETEGX |
Lowest Drawdown Alternatives to LSSIX
LSSIX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | LSSIX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | LSSIX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | LSSIX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | LSSIX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | LSSIX vs CTSIX |
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 | LSSIX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 87 | 0.29% | Mar 2, 2006 | LSSIX vs LSSAX | |
| Loomis Sayles Small Cap Value Fund | Small Cap Blend Equities | 17 | 0.75% | May 13, 1991 | LSSIX vs LSSCX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 11 | -3.25% | Jun 30, 2015 | LSSIX vs LSMIX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 85 | -0.85% | Apr 12, 2004 | LSSIX vs LSIOX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 90 | -1.09% | Jan 16, 1995 | LSSIX vs LSFIX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 43 | -1.87% | May 9, 1991 | LSSIX vs LSGBX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 75 | -1.05% | Jun 5, 1996 | LSSIX vs LSHIX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond | 58 | -1.06% | Jul 1, 1994 | LSSIX vs LSIGX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 30 | -0.21% | May 19, 1991 | LSSIX vs LSGSX |
Often Compared With LSSIX
What investors most often compare with LSSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | LSSIX vs VOO | |
| Vanguard Institutional Index Fund Institutional Sh... | Large Cap Blend Equities | 46 | -7.06% | Jul 31, 1990 | LSSIX vs VINIX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | LSSIX vs SPY | |
| Fidelity Growth Company Fund | Large Cap Growth Equities | 61 | -6.86% | — | LSSIX vs FDGRX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | LSSIX vs FSKAX | |
| Vanguard Small Cap Index Fund | Small Cap Blend Equities | 36 | -1.24% | Oct 3, 1960 | LSSIX vs NAESX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | LSSIX vs PNSAX |
Compare LSSIX with Any Fund or Stock
Compare LSSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.