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LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
Loomis Sayles Small Cap Value Retail
Price$22.18
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets394.16M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
LSCRX vs NAESX Comparison Chart
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LSCRX vs. NAESX commentary
Jan 19, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. LSCRX (394M). 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 : 21.23 vs. LSCRX (7.33). NAESX return over 5 years is better than : 48.81 vs. LSCRX (-20.02).
| 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 | 3.307 | 3.370 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 7.33 | 21.23 | 35% |
| Returns for 3 years | -18.73 | 17.16 | -109% |
| Returns for 5 years | -20.02 | 48.81 | -41% |
| Returns for 10 years | -31.99 | 126.44 | -25% |