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LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
Loomis Sayles Small Cap Value Retail
Price$21.24
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets307.44M
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
LSCRX vs NAESX Comparison Chart in %
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LSCRX vs. NAESX commentary
Nov 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LSCRX (307M). NAESX pays higher dividends than LSCRX: NAESX (1.22) 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 : -0.86 vs. LSCRX (-14.33). NAESX return over 5 years is better than : 39.31 vs. LSCRX (-17.81).
| 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 | -1.071 | 2.409 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 162B | 0% |
| Annual Yield % from dividends | 0.03 | 1.22 | 2% |
| Returns for 1 year | -14.33 | -0.86 | 1,675% |
| Returns for 3 years | -15.83 | 29.99 | -53% |
| Returns for 5 years | -17.81 | 39.31 | -45% |
| Returns for 10 years | -37.47 | 122.07 | -31% |
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