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LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
Loomis Sayles Small Cap Value Retail
Price$20.63
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets323.99M
Vanguard Small Cap Index I
Price$110.83
Change+$0.56 (+0.51%)
VolumeN/A
Net Assets147.56B
LSCRX vs NAESX Comparison Chart in %
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LSCRX vs. NAESX commentary
Jun 20, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LSCRX (324M). NAESX pays higher dividends than LSCRX: NAESX (1.35) 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 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 : 6.37 vs. LSCRX (-8.53). NAESX return over 5 years is better than : 60.96 vs. LSCRX (-3.62).
| 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 | -3.912 | -3.668 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 148B | 0% |
| Annual Yield % from dividends | 0.03 | 1.35 | 2% |
| Returns for 1 year | -8.53 | 6.37 | -134% |
| Returns for 3 years | -6.84 | 35.56 | -19% |
| Returns for 5 years | -3.62 | 60.96 | -6% |
| Returns for 10 years | -42.81 | 92.61 | -46% |
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