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LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
Loomis Sayles Small Cap Value Retail
Price$21.55
Change+$0.18 (+0.84%)
VolumeN/A
Net Assets334.8M
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
LSCRX vs NAESX Comparison Chart in %
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LSCRX vs. NAESX commentary
Aug 10, 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: 154B vs. LSCRX (335M). NAESX pays higher dividends than LSCRX: NAESX (1.25) vs LSCRX (0.03). LSCRX was incepted earlier than NAESX: LSCRX (29 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 : 9.46 vs. LSCRX (-4.71). NAESX return over 5 years is better than : 54.21 vs. LSCRX (-8.04).
| LSCRX | NAESX | LSCRX / NAESX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 29 years | 65 years | - |
| Gain YTD | 0.373 | 0.067 | 557% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 154B | 0% |
| Annual Yield % from dividends | 0.03 | 1.25 | 2% |
| Returns for 1 year | -4.71 | 9.46 | -50% |
| Returns for 3 years | -13.12 | 23.97 | -55% |
| Returns for 5 years | -8.04 | 54.21 | -15% |
| Returns for 10 years | -37.02 | 108.86 | -34% |
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