Interact to see
Advertisement
Advertisement
LSCNX vs NAESX
LSCNX vs NAESX Comparison
Open Charts LSCNX vs NAESX
Loomis Sayles Small Cap Value N
Price$23.04
Change+$0.32 (+1.41%)
VolumeN/A
Net Assets326.42M
Vanguard Small Cap Index I
Price$122.98
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
LSCNX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSCNX vs. NAESX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LSCNX (326M). NAESX pays higher dividends than LSCNX: NAESX (1.23) 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: 25.00 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 : 6.20 vs. LSCNX (-7.80). NAESX return over 5 years is better than : 59.92 vs. LSCNX (-3.05).
| 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 | 3.180 | 7.031 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 162B | 0% |
| Annual Yield % from dividends | 0.31 | 1.23 | 25% |
| Returns for 1 year | -7.80 | 6.20 | -126% |
| Returns for 3 years | -2.89 | 45.67 | -6% |
| Returns for 5 years | -3.05 | 59.92 | -5% |
| Returns for 10 years | -31.56 | 133.16 | -24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers