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LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
Loomis Sayles Small Cap Value Retail
Price$19.26
Change+$0.36 (+1.90%)
VolumeN/A
Net Assets310.29M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
LSCRX vs NAESX Comparison Chart
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LSCRX vs. NAESX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. LSCRX (310M). NAESX pays higher dividends than LSCRX: NAESX (1.39) vs LSCRX (0.03). LSCRX was incepted earlier than NAESX: LSCRX (28 years) vs NAESX (65 years). LSCRX (1.21) is less costly to investors than NAESX (0.17). 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 : -2.36 vs. LSCRX (-16.24). NAESX return over 5 years is better than : 71.57 vs. LSCRX (0.56).
| LSCRX | NAESX | LSCRX / NAESX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 28 years | 65 years | - |
| Gain YTD | -11.970 | -12.247 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 143B | 0% |
| Annual Yield % from dividends | 0.03 | 1.39 | 2% |
| Returns for 1 year | -16.24 | -2.36 | 687% |
| Returns for 3 years | -24.35 | 4.67 | -522% |
| Returns for 5 years | 0.56 | 71.57 | 1% |
| Returns for 10 years | -46.92 | 78.60 | -60% |
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