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LSCNX vs NAESX
LSCNX vs NAESX Comparison
Open Charts LSCNX vs NAESX
Loomis Sayles Small Cap Value N
Price$22.07
Change-$0.48 (-2.13%)
VolumeN/A
Net Assets371.81M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
LSCNX vs NAESX Comparison Chart
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LSCNX vs. NAESX commentary
Feb 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LSCNX (372M). 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 : 11.22 vs. LSCNX (-1.77). NAESX return over 5 years is better than : 44.30 vs. LSCNX (-19.06).
| 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 | -1.164 | -0.321 | 362% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 161B | 0% |
| Annual Yield % from dividends | 0.23 | 1.31 | 18% |
| Returns for 1 year | -1.77 | 11.22 | -16% |
| Returns for 3 years | -16.40 | 18.76 | -87% |
| Returns for 5 years | -19.06 | 44.30 | -43% |
| Returns for 10 years | -36.61 | 105.17 | -35% |
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