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LSSCX vs NAESX
LSSCX vs NAESX Comparison
Open Charts LSSCX vs NAESX
Loomis Sayles Small Cap Value Instl
Price$22.67
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets341.73M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LSSCX vs NAESX Comparison Chart in %
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LSSCX vs. NAESX commentary
Jul 06, 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: 148B vs. LSSCX (342M). NAESX pays higher dividends than LSSCX: NAESX (1.28) vs LSSCX (0.28). 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 : 12.22 vs. LSSCX (-3.35). NAESX return over 5 years is better than : 69.32 vs. LSSCX (5.22).
| 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 | 1.523 | 1.432 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 148B | 0% |
| Annual Yield % from dividends | 0.28 | 1.28 | 22% |
| Returns for 1 year | -3.35 | 12.22 | -27% |
| Returns for 3 years | -2.84 | 37.83 | -7% |
| Returns for 5 years | 5.22 | 69.32 | 8% |
| Returns for 10 years | -35.67 | 108.83 | -33% |
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