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LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
Loomis Sayles Small Cap Value Retail
Price$20.51
Change+$0.30 (+1.48%)
VolumeN/A
Net Assets333.78M
Vanguard Small Cap Index I
Price$108.34
Change+$1.71 (+1.60%)
VolumeN/A
Net Assets153.45B
LSCRX vs NAESX Comparison Chart
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LSCRX vs. NAESX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LSCRX (334M). 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 : -0.01 vs. LSCRX (-11.84). NAESX return over 5 years is better than : 112.27 vs. LSCRX (22.07).
| 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 | -5.869 | -7.319 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 153B | 0% |
| Annual Yield % from dividends | 0.03 | 1.39 | 2% |
| Returns for 1 year | -11.84 | -0.01 | 100,904% |
| Returns for 3 years | -22.75 | 4.92 | -463% |
| Returns for 5 years | 22.07 | 112.27 | 20% |
| Returns for 10 years | -43.41 | 88.79 | -49% |
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