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LSSCX vs NAESX
LSSCX vs NAESX Comparison
Open Charts LSSCX vs NAESX
Loomis Sayles Small Cap Value Instl
Price$20.10
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets314.21M
Vanguard Small Cap Index I
Price$103.43
Change+$0.42 (+0.41%)
VolumeN/A
Net Assets143.36B
LSSCX vs NAESX Comparison Chart
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LSSCX vs. NAESX commentary
Apr 29, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. LSSCX (314M). 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 : -0.36 vs. LSSCX (-14.24). NAESX return over 5 years is better than : 60.12 vs. LSSCX (-5.86).
| 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 | -10.300 | -10.465 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 143B | 0% |
| Annual Yield % from dividends | 0.29 | 1.39 | 21% |
| Returns for 1 year | -14.24 | -0.36 | 3,952% |
| Returns for 3 years | -19.22 | 11.38 | -169% |
| Returns for 5 years | -5.86 | 60.12 | -10% |
| Returns for 10 years | -43.14 | 84.43 | -51% |
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