Ad is loading...
LSCNX vs NAESX
LSCNX vs NAESX Comparison
Open Charts LSCNX vs NAESX
Loomis Sayles Small Cap Value N
Price$19.93
Change+$1.61 (+8.79%)
VolumeN/A
Net Assets315.47M
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
LSCNX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSCNX vs. NAESX commentary
Apr 11, 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: 143B vs. LSCNX (315M). NAESX pays higher dividends than LSCNX: NAESX (1.39) vs LSCNX (0.34). 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). 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 : -13.70 vs. LSCNX (-23.36). NAESX return over 5 years is better than : 56.35 vs. LSCNX (-7.78).
| 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 | -17.958 | -19.296 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 143B | 0% |
| Annual Yield % from dividends | 0.34 | 1.39 | 25% |
| Returns for 1 year | -23.36 | -13.70 | 170% |
| Returns for 3 years | -28.70 | -5.18 | 554% |
| Returns for 5 years | -7.78 | 56.35 | -14% |
| Returns for 10 years | -48.60 | 63.14 | -77% |
View a ticker or compare two or three
VS
VS
Ad is loading...