Interact to see
Advertisement
Advertisement
LSSCX vs NAESX
LSSCX vs NAESX Comparison
Open Charts LSSCX vs NAESX
Loomis Sayles Small Cap Value Instl
Price$21.37
Change-$0.39 (-1.79%)
VolumeN/A
Net Assets328.44M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
LSSCX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSSCX vs. NAESX commentary
Jun 14, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LSSCX (328M). NAESX pays higher dividends than LSSCX: NAESX (1.35) 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 : 6.92 vs. LSSCX (-6.95). NAESX return over 5 years is better than : 65.86 vs. LSSCX (1.14).
| 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 | -2.553 | -2.825 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 148B | 0% |
| Annual Yield % from dividends | 0.29 | 1.35 | 21% |
| Returns for 1 year | -6.95 | 6.92 | -101% |
| Returns for 3 years | -7.29 | 33.42 | -22% |
| Returns for 5 years | 1.14 | 65.86 | 2% |
| Returns for 10 years | -39.59 | 96.04 | -41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FSLBX | 183.24 | N/A | N/A |
| Fidelity Select Brokerage & Inv Mgmt | |||
| RDCEX | 14.18 | N/A | N/A |
| Columbia Disciplined Core C | |||
| EEMRX | 8.79 | N/A | N/A |
| MFS Emerging Markets Equity Research C | |||
| GQFIX | 12.34 | N/A | N/A |
| GQG Partners Global Quality Value Fd Ins | |||
| VLIIX | 13.32 | -0.16 | -1.19% |
| Value Line Capital Appreciation Instl | |||