LSCRX
Price
$22.02
Change
-$0.00 (-0.00%)
Updated
Jul 28 closing price
Net Assets
343.8M
NAESX
Price
$117.71
Change
-$0.46 (-0.39%)
Updated
Jul 28 closing price
Net Assets
153.28B
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LSCRX vs NAESX

Header iconLSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESXBanner chart's image
Loomis Sayles Small Cap Value Retail
Price$22.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets343.8M
Vanguard Small Cap Index I
Price$117.71
Change-$0.46 (-0.39%)
VolumeN/A
Net Assets153.28B
LSCRX vs NAESX Comparison Chart in %
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LSCRX vs. NAESX commentary
Jul 29, 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 Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LSCRX (344M). NAESX pays higher dividends than LSCRX: NAESX (1.28) 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 : 6.25 vs. LSCRX (-10.21). NAESX return over 5 years is better than : 62.27 vs. LSCRX (-2.15).
LSCRXNAESXLSCRX / NAESX
Total Expense Ratio1.150.17676%
Annual Report Gross Expense Ratio1.210.17712%
Fund Existence29 years65 years-
Gain YTD2.5622.380108%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets344M153B0%
Annual Yield % from dividends0.031.282%
Returns for 1 year-10.216.25-163%
Returns for 3 years-12.1427.51-44%
Returns for 5 years-2.1562.27-3%
Returns for 10 years-36.50110.74-33%
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