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LSSCX vs NAESX
LSSCX vs NAESX Comparison
Open Charts LSSCX vs NAESX
Loomis Sayles Small Cap Value Instl
Price$19.83
Change-$1.52 (-7.12%)
VolumeN/A
Net Assets338.77M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
LSSCX vs NAESX Comparison Chart
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LSSCX vs. NAESX commentary
Apr 04, 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 LSSCX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LSSCX (339M). NAESX pays higher dividends than LSSCX: NAESX (1.39) vs LSSCX (0.29). LSSCX was incepted earlier than NAESX: LSSCX (34 years) vs NAESX (65 years). LSSCX (0.96) is less costly to investors than NAESX (0.17). NAESX has a lower initial minimum investment than LSSCX: NAESX (3000) vs LSSCX (100000). NAESX annual gain was more profitable for investors over the last year : 1.18 vs. LSSCX (-10.50). NAESX return over 5 years is better than : 115.68 vs. LSSCX (27.20).
| LSSCX | NAESX | LSSCX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 34 years | 65 years | - |
| Gain YTD | -4.389 | -5.833 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 153B | 0% |
| Annual Yield % from dividends | 0.29 | 1.39 | 21% |
| Returns for 1 year | -10.50 | 1.18 | -893% |
| Returns for 3 years | -19.82 | 6.44 | -308% |
| Returns for 5 years | 27.20 | 115.68 | 24% |
| Returns for 10 years | -40.50 | 90.61 | -45% |
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