Interact to see
Advertisement
Advertisement
LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
Loomis Sayles Small Cap Value Retail
Price$22.46
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets337.8M
Vanguard Small Cap Index I
Price$123.52
Change+$0.57 (+0.46%)
VolumeN/A
Net Assets161.26B
LSCRX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSCRX vs. NAESX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LSCRX (338M). NAESX pays higher dividends than LSCRX: NAESX (1.23) 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 : 10.62 vs. LSCRX (-4.03). NAESX return over 5 years is better than : 66.97 vs. LSCRX (0.12).
| 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 | 4.611 | 7.501 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 161B | 0% |
| Annual Yield % from dividends | 0.03 | 1.23 | 2% |
| Returns for 1 year | -4.03 | 10.62 | -38% |
| Returns for 3 years | -4.20 | 42.45 | -10% |
| Returns for 5 years | 0.12 | 66.97 | 0% |
| Returns for 10 years | -31.03 | 139.53 | -22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement