LSSIX vs. VINIX
Compare and contrast key facts about Loomis Sayles Small Cap Growth Fund (LSSIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
LSSIX is managed by Loomis Sayles Funds. It was launched on Dec 31, 1996. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSSIX or VINIX.
Correlation
The correlation between LSSIX and VINIX is 0.82, 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. VINIX - Performance Comparison
Key characteristics
LSSIX:
0.42
VINIX:
1.72
LSSIX:
0.72
VINIX:
2.32
LSSIX:
1.09
VINIX:
1.32
LSSIX:
0.22
VINIX:
2.63
LSSIX:
1.75
VINIX:
10.34
LSSIX:
4.57%
VINIX:
2.15%
LSSIX:
19.05%
VINIX:
12.91%
LSSIX:
-84.40%
VINIX:
-55.19%
LSSIX:
-28.45%
VINIX:
-0.42%
Returns By Period
In the year-to-date period, LSSIX achieves a 1.10% return, which is significantly lower than VINIX's 4.19% return. Over the past 10 years, LSSIX has underperformed VINIX with an annualized return of 2.15%, while VINIX has yielded a comparatively higher 11.98% annualized return.
LSSIX
1.10%
-4.51%
1.94%
9.70%
1.17%
2.15%
VINIX
4.19%
1.25%
9.36%
22.77%
12.46%
11.98%
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LSSIX vs. VINIX - Expense Ratio Comparison
LSSIX has a 0.92% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Risk-Adjusted Performance
LSSIX vs. VINIX — Risk-Adjusted Performance Rank
LSSIX
VINIX
LSSIX vs. VINIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Small Cap Growth Fund (LSSIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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. VINIX - Dividend Comparison
LSSIX has not paid dividends to shareholders, while VINIX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSSIX Loomis Sayles Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 1.22% | 1.27% | 1.47% | 1.74% | 1.28% | 1.59% | 1.91% | 2.13% | 1.82% | 2.07% | 2.45% | 1.88% |
Drawdowns
LSSIX vs. VINIX - Drawdown Comparison
The maximum LSSIX drawdown since its inception was -84.40%, which is greater than VINIX's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LSSIX and VINIX. For additional features, visit the drawdowns tool.
Volatility
LSSIX vs. VINIX - Volatility Comparison
Loomis Sayles Small Cap Growth Fund (LSSIX) has a higher volatility of 3.82% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 3.01%. This indicates that LSSIX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.