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LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
Loomis Sayles Small Cap Value Retail
Price$21.20
Change-$0.47 (-2.17%)
VolumeN/A
Net Assets371.81M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
LSCRX vs NAESX Comparison Chart
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LSCRX vs. NAESX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LSCRX (372M). 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 : 11.22 vs. LSCRX (-2.46). NAESX return over 5 years is better than : 44.30 vs. LSCRX (-21.29).
| 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 | -1.258 | -0.321 | 391% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -2.46 | 11.22 | -22% |
| Returns for 3 years | -18.00 | 18.76 | -96% |
| Returns for 5 years | -21.29 | 44.30 | -48% |
| Returns for 10 years | -39.21 | 105.17 | -37% |
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