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LSCNX vs NAESX
LSCNX vs NAESX Comparison
Open Charts LSCNX vs NAESX
Loomis Sayles Small Cap Value N
Price$21.65
Change-$1.38 (-5.99%)
VolumeN/A
Net Assets343.22M
Vanguard Small Cap Index I
Price$130.44
Change+$0.04 (+0.03%)
VolumeN/A
Net Assets162.31B
LSCNX vs NAESX Comparison Chart in %
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LSCNX vs. NAESX commentary
Feb 05, 2026
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 (343M). NAESX pays higher dividends than LSCNX: NAESX (1.16) vs LSCNX (1.08). 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 : 10.68 vs. LSCNX (-3.30). NAESX return over 5 years is better than : 31.77 vs. LSCNX (-22.61).
| 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 | 7.819 | 5.519 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 162B | 0% |
| Annual Yield % from dividends | 1.08 | 1.16 | 93% |
| Returns for 1 year | -3.30 | 10.68 | -31% |
| Returns for 3 years | -11.19 | 33.00 | -34% |
| Returns for 5 years | -22.61 | 31.77 | -71% |
| Returns for 10 years | -16.73 | 185.98 | -9% |
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