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LSCNX vs NAESX
LSCNX vs NAESX Comparison
Open Charts LSCNX vs NAESX
Loomis Sayles Small Cap Value N
Price$24.61
Change+$0.18 (+0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
LSCNX vs NAESX Comparison Chart
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LSCNX vs. NAESX commentary
Dec 23, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. LSCNX (387M). 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 : 14.50 vs. LSCNX (-7.46). NAESX return over 5 years is better than : 47.90 vs. LSCNX (-18.23).
| 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 | 10.408 | 14.022 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 167B | 0% |
| Annual Yield % from dividends | 0.23 | 1.31 | 18% |
| Returns for 1 year | -7.46 | 14.50 | -51% |
| Returns for 3 years | -24.84 | 10.57 | -235% |
| Returns for 5 years | -18.23 | 47.90 | -38% |
| Returns for 10 years | -27.56 | 115.27 | -24% |
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