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LSCNX vs NAESX
LSCNX vs NAESX Comparison
Open Charts LSCNX vs NAESX
Loomis Sayles Small Cap Value N
Price$24.08
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets329.57M
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
LSCNX vs NAESX Comparison Chart in %
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LSCNX vs. NAESX commentary
Dec 27, 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 LSCNX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. LSCNX (330M). NAESX pays higher dividends than LSCNX: NAESX (1.21) vs LSCNX (0.31). LSCNX was incepted earlier than NAESX: LSCNX (13 years) vs NAESX (65 years). LSCNX (0.88) is less costly to investors than NAESX (0.17). LSCNX is a more actively managed with annual turnover of: 36.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than LSCNX: NAESX (3000) vs LSCNX (1000000). NAESX annual gain was more profitable for investors over the last year : 7.55 vs. LSCNX (-3.49). NAESX return over 5 years is better than : 36.08 vs. LSCNX (-7.73).
| LSCNX | NAESX | LSCNX / NAESX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | 7.837 | 9.616 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 163B | 0% |
| Annual Yield % from dividends | 0.31 | 1.21 | 26% |
| Returns for 1 year | -3.49 | 7.55 | -46% |
| Returns for 3 years | 8.01 | 45.02 | 18% |
| Returns for 5 years | -7.73 | 36.08 | -21% |
| Returns for 10 years | -19.73 | 141.47 | -14% |
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