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LSCNX vs NAESX
LSCNX vs NAESX Comparison
Open Charts LSCNX vs NAESX
Loomis Sayles Small Cap Value N
Price$24.78
Change-$0.20 (-0.80%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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LSCNX vs NAESX Comparison Chart
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LSCNX vs. NAESX commentary
Sep 21, 2024
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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. LSCNX (402M). NAESX pays higher dividends than LSCNX: NAESX (1.31) vs LSCNX (0.23). LSCNX was incepted earlier than NAESX: LSCNX (12 years) vs NAESX (64 years). LSCNX is a more actively managed with annual turnover of: 26.00 vs. NAESX (12.00). 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 : 25.47 vs. LSCNX (3.29). NAESX return over 5 years is better than : 53.25 vs. LSCNX (-13.62).
| LSCNX | NAESX | LSCNX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 64 years | - |
| Gain YTD | 11.171 | 10.861 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 149B | 0% |
| Annual Yield % from dividends | 0.23 | 1.31 | 18% |
| Returns for 1 year | 3.29 | 25.47 | 13% |
| Returns for 3 years | -19.75 | 8.84 | -223% |
| Returns for 5 years | -13.62 | 53.25 | -26% |
| Returns for 10 years | -31.86 | 120.79 | -26% |