Interact to see
Advertisement
Advertisement
LSCNX vs NAESX
LSCNX vs NAESX Comparison
Open Charts LSCNX vs NAESX
Loomis Sayles Small Cap Value N
Price$22.07
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets306.96M
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
LSCNX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSCNX vs. NAESX commentary
Nov 20, 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: 162B vs. LSCNX (307M). NAESX pays higher dividends than LSCNX: NAESX (1.22) 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 : -0.55 vs. LSCNX (-13.88). NAESX return over 5 years is better than : 39.03 vs. LSCNX (-16.07).
| LSCNX | NAESX | LSCNX / NAESX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | -1.164 | 2.218 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 162B | 0% |
| Annual Yield % from dividends | 0.31 | 1.22 | 26% |
| Returns for 1 year | -13.88 | -0.55 | 2,533% |
| Returns for 3 years | -14.54 | 29.75 | -49% |
| Returns for 5 years | -16.07 | 39.03 | -41% |
| Returns for 10 years | -35.05 | 121.66 | -29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement