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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-$0.04 (-0.18%)
VolumeN/A
Net Assets332.44M
Vanguard Small Cap Index I
Price$113.60
Change-$0.14 (-0.12%)
VolumeN/A
Net Assets147.56B
LSCNX vs NAESX Comparison Chart in %
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LSCNX vs. NAESX commentary
Jul 01, 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: 148B vs. LSCNX (332M). 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). 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 : 9.10 vs. LSCNX (-5.33). NAESX return over 5 years is better than : 71.12 vs. LSCNX (6.46).
| 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 | -0.985 | -1.139 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 148B | 0% |
| Annual Yield % from dividends | 0.34 | 1.35 | 25% |
| Returns for 1 year | -5.33 | 9.10 | -59% |
| Returns for 3 years | -5.66 | 33.44 | -17% |
| Returns for 5 years | 6.46 | 71.12 | 9% |
| Returns for 10 years | -37.35 | 102.90 | -36% |
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