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LSSCX vs NAESX
LSSCX vs NAESX Comparison
Open Charts LSSCX vs NAESX
Loomis Sayles Small Cap Value Instl
Price$21.07
Change-$0.09 (-0.43%)
VolumeN/A
Net Assets321.45M
Vanguard Small Cap Index I
Price$108.19
Change-$0.40 (-0.37%)
VolumeN/A
Net Assets139.54B
LSSCX vs NAESX Comparison Chart
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LSSCX vs. NAESX commentary
May 24, 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: 140B vs. LSSCX (321M). NAESX pays higher dividends than LSSCX: NAESX (1.43) vs LSSCX (0.30). 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 : 2.80 vs. LSSCX (-10.59). NAESX return over 5 years is better than : 66.59 vs. LSSCX (2.52).
| 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 | -5.643 | -5.963 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 140B | 0% |
| Annual Yield % from dividends | 0.30 | 1.43 | 21% |
| Returns for 1 year | -10.59 | 2.80 | -379% |
| Returns for 3 years | -12.85 | 23.57 | -55% |
| Returns for 5 years | 2.52 | 66.59 | 4% |
| Returns for 10 years | -40.01 | 91.88 | -44% |
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