LSCNX
Price
$23.42
Change
+$0.05 (+0.21%)
Updated
Oct 3 closing price
Net Assets
337.8M
NAESX
Price
$123.52
Change
+$0.57 (+0.46%)
Updated
Oct 3 closing price
Net Assets
161.26B
Interact to see
Advertisement

LSCNX vs NAESX

Header iconLSCNX vs NAESX Comparison
Open Charts LSCNX vs NAESXBanner chart's image
Loomis Sayles Small Cap Value N
Price$23.42
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets337.8M
Vanguard Small Cap Index I
Price$123.52
Change+$0.57 (+0.46%)
VolumeN/A
Net Assets161.26B
LSCNX vs NAESX Comparison Chart in %
View a ticker or compare two or three
VS
LSCNX vs. NAESX commentary
Oct 06, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LSCNX is a Hold and NAESX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LSCNX (338M). NAESX pays higher dividends than LSCNX: NAESX (1.23) vs LSCNX (0.31). LSCNX was incepted earlier than NAESX: LSCNX (13 years) vs NAESX (65 years). LSCNX (0.88) is less costly to investors than NAESX (0.17). LSCNX is a more actively managed with annual turnover of: 25.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than LSCNX: NAESX (3000) vs LSCNX (1000000). NAESX annual gain was more profitable for investors over the last year : 10.62 vs. LSCNX (-3.39). NAESX return over 5 years is better than : 66.97 vs. LSCNX (2.93).
LSCNXNAESXLSCNX / NAESX
Total Expense Ratio0.850.17500%
Annual Report Gross Expense Ratio0.880.17518%
Fund Existence13 years65 years-
Gain YTD4.8817.50165%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets338M161B0%
Annual Yield % from dividends0.311.2325%
Returns for 1 year-3.3910.62-32%
Returns for 3 years-2.3942.45-6%
Returns for 5 years2.9366.974%
Returns for 10 years-28.08139.53-20%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AASSX23.360.15
+0.65%
American Beacon Small Cp Val Adv
BQLCX23.790.05
+0.21%
Bright Rock Quality Large Cap Instl
AMPCX36.890.02
+0.05%
American Funds AMCAP C
SCGVX33.050.01
+0.03%
Sands Capital Global Growth Inv
BTLSX9.54-0.04
-0.42%
Baillie Gifford Intl Concntr Gr EqsInstl