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LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
Loomis Sayles Small Cap Value Retail
Price$23.62
Change-$0.92 (-3.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
LSCRX vs NAESX Comparison Chart
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LSCRX vs. NAESX commentary
Dec 19, 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 LSCRX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. LSCRX (401M). NAESX pays higher dividends than LSCRX: NAESX (1.31) vs LSCRX (0.00). LSCRX was incepted earlier than NAESX: LSCRX (28 years) vs NAESX (64 years). LSCRX is a more actively managed with annual turnover of: 26.00 vs. NAESX (12.00). 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 : 19.54 vs. LSCRX (-3.54). NAESX return over 5 years is better than : 53.79 vs. LSCRX (-17.07).
| LSCRX | NAESX | LSCRX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 64 years | - |
| Gain YTD | 14.086 | 17.994 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 401M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -3.54 | 19.54 | -18% |
| Returns for 3 years | -23.02 | 15.71 | -147% |
| Returns for 5 years | -17.07 | 53.79 | -32% |
| Returns for 10 years | -35.82 | 124.30 | -29% |
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