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LSSCX vs NAESX
LSSCX vs NAESX Comparison
Open Charts LSSCX vs NAESX
Loomis Sayles Small Cap Value Instl
Price$22.70
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets321.99M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
LSSCX vs NAESX Comparison Chart in %
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LSSCX vs. NAESX commentary
Oct 19, 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: 162B vs. LSSCX (322M). NAESX pays higher dividends than LSSCX: NAESX (1.23) vs LSSCX (0.26). 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 : 4.92 vs. LSSCX (-9.50). NAESX return over 5 years is better than : 55.28 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 | 1.657 | 5.577 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 162B | 0% |
| Annual Yield % from dividends | 0.26 | 1.23 | 21% |
| Returns for 1 year | -9.50 | 4.92 | -193% |
| Returns for 3 years | -5.68 | 41.91 | -14% |
| Returns for 5 years | -5.22 | 55.28 | -9% |
| Returns for 10 years | -32.23 | 130.16 | -25% |
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