Interact to see
Advertisement
Advertisement
LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
Loomis Sayles Small Cap Value Retail
Price$22.59
Change+$0.31 (+1.39%)
VolumeN/A
Net Assets326.75M
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
LSCRX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSCRX vs. NAESX commentary
Dec 04, 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 LSCRX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LSCRX (327M). NAESX pays higher dividends than LSCRX: NAESX (1.21) vs LSCRX (0.03). LSCRX was incepted earlier than NAESX: LSCRX (29 years) vs NAESX (65 years). LSCRX (1.21) is less costly to investors than NAESX (0.17). LSCRX is a more actively managed with annual turnover of: 25.00 vs. NAESX (13.00). LSCRX has a lower initial minimum investment than NAESX: LSCRX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.86 vs. LSCRX (-13.38). NAESX return over 5 years is better than : 40.97 vs. LSCRX (-15.60).
| LSCRX | NAESX | LSCRX / NAESX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 29 years | 65 years | - |
| Gain YTD | 4.145 | 7.092 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 327M | 162B | 0% |
| Annual Yield % from dividends | 0.03 | 1.21 | 2% |
| Returns for 1 year | -13.38 | -0.86 | 1,553% |
| Returns for 3 years | -13.65 | 32.07 | -43% |
| Returns for 5 years | -15.60 | 40.97 | -38% |
| Returns for 10 years | -34.62 | 131.34 | -26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers