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LSCNX vs NAESX
LSCNX vs NAESX Comparison
Open Charts LSCNX vs NAESX
Loomis Sayles Small Cap Value N
Price$22.66
Change-$0.39 (-1.69%)
VolumeN/A
Net Assets317.51M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
LSCNX vs NAESX Comparison Chart in %
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LSCNX vs. NAESX commentary
Nov 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 LSCNX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LSCNX (318M). NAESX pays higher dividends than LSCNX: NAESX (1.22) 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 : 1.42 vs. LSCNX (-12.24). NAESX return over 5 years is better than : 48.22 vs. LSCNX (-11.20).
| 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 | 3.224 | 6.726 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 162B | 0% |
| Annual Yield % from dividends | 0.31 | 1.22 | 26% |
| Returns for 1 year | -12.24 | 1.42 | -860% |
| Returns for 3 years | -11.35 | 33.14 | -34% |
| Returns for 5 years | -11.20 | 48.22 | -23% |
| Returns for 10 years | -30.35 | 137.58 | -22% |
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