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LSCNX vs NAESX
LSCNX vs NAESX Comparison
Open Charts LSCNX vs NAESX
Loomis Sayles Small Cap Value N
Price$22.94
Change+$0.23 (+1.01%)
VolumeN/A
Net Assets343.8M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LSCNX vs NAESX Comparison Chart in %
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LSCNX vs. NAESX commentary
Jul 28, 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: 153B vs. LSCNX (344M). 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). 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 : 8.46 vs. LSCNX (-8.05). NAESX return over 5 years is better than : 66.66 vs. LSCNX (2.88).
| 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 | 2.732 | 2.781 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 153B | 0% |
| Annual Yield % from dividends | 0.33 | 1.28 | 26% |
| Returns for 1 year | -8.05 | 8.46 | -95% |
| Returns for 3 years | -6.83 | 34.15 | -20% |
| Returns for 5 years | 2.88 | 66.66 | 4% |
| Returns for 10 years | -32.72 | 114.71 | -29% |
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