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LSCNX vs NAESX
LSCNX vs NAESX Comparison
Open Charts LSCNX vs NAESX
Loomis Sayles Small Cap Value N
Price$21.65
Change+$0.28 (+1.31%)
VolumeN/A
Net Assets321.82M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
LSCNX vs NAESX Comparison Chart
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LSCNX vs. NAESX commentary
Jun 07, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LSCNX (322M). NAESX pays higher dividends than LSCNX: NAESX (1.35) 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 : 5.13 vs. LSCNX (-8.89). NAESX return over 5 years is better than : 52.20 vs. LSCNX (-9.70).
| 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 | -4.299 | -4.086 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 148B | 0% |
| Annual Yield % from dividends | 0.34 | 1.35 | 25% |
| Returns for 1 year | -8.89 | 5.13 | -173% |
| Returns for 3 years | -18.47 | 16.63 | -111% |
| Returns for 5 years | -9.70 | 52.20 | -19% |
| Returns for 10 years | -39.51 | 96.08 | -41% |
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