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LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
Loomis Sayles Small Cap Value Retail
Price$22.55
Change-$0.32 (-1.40%)
VolumeN/A
Net Assets343.7M
Vanguard Small Cap Index I
Price$122.38
Change-$1.27 (-1.03%)
VolumeN/A
Net Assets161.26B
LSCRX vs NAESX Comparison Chart in %
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LSCRX vs. NAESX commentary
Sep 15, 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 LSCRX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LSCRX (344M). NAESX pays higher dividends than LSCRX: NAESX (1.20) vs LSCRX (0.03). LSCRX was incepted earlier than NAESX: LSCRX (29 years) vs NAESX (65 years). LSCRX (1.21) is less costly to investors than NAESX (0.17). LSCRX is a more actively managed with annual turnover of: 25.00 vs. NAESX (13.00). LSCRX has a lower initial minimum investment than NAESX: LSCRX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.21 vs. LSCRX (-0.98). NAESX return over 5 years is better than : 70.59 vs. LSCRX (1.79).
| LSCRX | NAESX | LSCRX / NAESX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 29 years | 65 years | - |
| Gain YTD | 5.030 | 6.442 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 161B | 0% |
| Annual Yield % from dividends | 0.03 | 1.20 | 2% |
| Returns for 1 year | -0.98 | 13.21 | -7% |
| Returns for 3 years | -6.83 | 35.98 | -19% |
| Returns for 5 years | 1.79 | 70.59 | 3% |
| Returns for 10 years | -31.17 | 131.44 | -24% |
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