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LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
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.
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).
| 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 | 2.562 | 2.380 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 153B | 0% |
| Annual Yield % from dividends | 0.03 | 1.28 | 2% |
| Returns for 1 year | -10.21 | 6.25 | -163% |
| Returns for 3 years | -12.14 | 27.51 | -44% |
| Returns for 5 years | -2.15 | 62.27 | -3% |
| Returns for 10 years | -36.50 | 110.74 | -33% |
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