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LSSCX vs NAESX
LSSCX vs NAESX Comparison
Open Charts LSSCX vs NAESX
Loomis Sayles Small Cap Value Instl
Price$22.97
Change-$0.19 (-0.82%)
VolumeN/A
Net Assets341.3M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
LSSCX vs NAESX Comparison Chart in %
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LSSCX vs. NAESX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. LSSCX (341M). NAESX pays higher dividends than LSSCX: NAESX (1.25) vs LSSCX (0.27). 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). LSSCX is a more actively managed with annual turnover of: 25.00 vs. NAESX (13.00). 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 : 9.15 vs. LSSCX (-3.75). NAESX return over 5 years is better than : 57.53 vs. LSSCX (-4.29).
| 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 | 2.866 | 2.494 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 154B | 0% |
| Annual Yield % from dividends | 0.27 | 1.25 | 21% |
| Returns for 1 year | -3.75 | 9.15 | -41% |
| Returns for 3 years | -14.08 | 20.39 | -69% |
| Returns for 5 years | -4.29 | 57.53 | -7% |
| Returns for 10 years | -32.96 | 112.59 | -29% |
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