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LSCNX vs NAESX
LSCNX vs NAESX Comparison
Open Charts LSCNX vs NAESX
Loomis Sayles Small Cap Value N
Price$22.68
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets341.73M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LSCNX vs NAESX Comparison Chart in %
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LSCNX vs. NAESX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LSCNX (342M). NAESX pays higher dividends than LSCNX: NAESX (1.28) vs LSCNX (0.33). LSCNX was incepted earlier than NAESX: LSCNX (12 years) vs NAESX (65 years). LSCNX (0.88) is less costly to investors than NAESX (0.17). 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 : 12.22 vs. LSCNX (-3.30). NAESX return over 5 years is better than : 69.32 vs. LSCNX (5.38).
| LSCNX | NAESX | LSCNX / NAESX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | 1.567 | 1.432 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 148B | 0% |
| Annual Yield % from dividends | 0.33 | 1.28 | 26% |
| Returns for 1 year | -3.30 | 12.22 | -27% |
| Returns for 3 years | -2.78 | 37.83 | -7% |
| Returns for 5 years | 5.38 | 69.32 | 8% |
| Returns for 10 years | -35.51 | 108.83 | -33% |
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