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LSCNX vs NAESX
LSCNX vs NAESX Comparison
Open Charts LSCNX vs NAESX
Loomis Sayles Small Cap Value N
Price$22.67
Change+$0.24 (+1.07%)
VolumeN/A
Net Assets336.35M
Vanguard Small Cap Index I
Price$117.25
Change+$1.42 (+1.23%)
VolumeN/A
Net Assets153.28B
LSCNX vs NAESX Comparison Chart in %
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LSCNX vs. NAESX commentary
Jul 23, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LSCNX (336M). NAESX pays higher dividends than LSCNX: NAESX (1.28) vs LSCNX (0.33). LSCNX was incepted earlier than NAESX: LSCNX (12 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 : 6.82 vs. LSCNX (-9.37). NAESX return over 5 years is better than : 61.32 vs. LSCNX (0.11).
| LSCNX | NAESX | LSCNX / NAESX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | 0.448 | 0.745 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 153B | 0% |
| Annual Yield % from dividends | 0.33 | 1.28 | 26% |
| Returns for 1 year | -9.37 | 6.82 | -137% |
| Returns for 3 years | -8.00 | 30.98 | -26% |
| Returns for 5 years | 0.11 | 61.32 | 0% |
| Returns for 10 years | -34.35 | 110.65 | -31% |
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