LSSIX vs. FSKAX
Compare and contrast key facts about Loomis Sayles Small Cap Growth Fund (LSSIX) and Fidelity Total Market Index Fund (FSKAX).
LSSIX is managed by Loomis Sayles Funds. It was launched on Dec 31, 1996. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSSIX or FSKAX.
Key characteristics
| LSSIX | FSKAX | |
|---|---|---|
| YTD Return | 11.29% | 17.69% |
| 1Y Return | 18.01% | 27.67% |
| 3Y Return (Ann) | -0.45% | 8.25% |
| 5Y Return (Ann) | 8.55% | 14.49% |
| 10Y Return (Ann) | 9.88% | 12.27% |
| Sharpe Ratio | 0.93 | 2.08 |
| Daily Std Dev | 18.48% | 13.13% |
| Max Drawdown | -83.82% | -35.01% |
| Current Drawdown | -10.13% | -0.69% |
Correlation
The correlation between LSSIX and FSKAX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LSSIX vs. FSKAX - Performance Comparison
In the year-to-date period, LSSIX achieves a 11.29% return, which is significantly lower than FSKAX's 17.69% return. Over the past 10 years, LSSIX has underperformed FSKAX with an annualized return of 9.88%, while FSKAX has yielded a comparatively higher 12.27% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LSSIX vs. FSKAX - Expense Ratio Comparison
LSSIX has a 0.92% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Risk-Adjusted Performance
LSSIX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Small Cap Growth Fund (LSSIX) and Fidelity Total Market Index Fund (FSKAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LSSIX vs. FSKAX - Dividend Comparison
LSSIX's dividend yield for the trailing twelve months is around 2.10%, more than FSKAX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSSIX Loomis Sayles Small Cap Growth Fund | 2.10% | 2.34% | 3.02% | 20.23% | 1.76% | 8.86% | 11.30% | 12.61% | 0.00% | 7.91% | 15.58% | 7.06% |
FSKAX Fidelity Total Market Index Fund | 1.23% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.33% | 2.43% | 2.49% | 1.63% | 1.54% |
Drawdowns
LSSIX vs. FSKAX - Drawdown Comparison
The maximum LSSIX drawdown since its inception was -83.82%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for LSSIX and FSKAX. For additional features, visit the drawdowns tool.
Volatility
LSSIX vs. FSKAX - Volatility Comparison
Loomis Sayles Small Cap Growth Fund (LSSIX) has a higher volatility of 6.37% compared to Fidelity Total Market Index Fund (FSKAX) at 4.11%. This indicates that LSSIX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.