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LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
Loomis Sayles Small Cap Value Retail
Price$20.66
Change-$1.43 (-6.47%)
VolumeN/A
Net Assets343.22M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
LSCRX vs NAESX Comparison Chart in %
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LSCRX vs. NAESX commentary
Feb 04, 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 LSCRX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LSCRX (343M). NAESX pays higher dividends than LSCRX: NAESX (1.16) vs LSCRX (0.85). 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: 36.00 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 : 10.68 vs. LSCRX (-4.18). NAESX return over 5 years is better than : 31.77 vs. LSCRX (-25.31).
| 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 | 7.829 | 5.519 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 162B | 0% |
| Annual Yield % from dividends | 0.85 | 1.16 | 73% |
| Returns for 1 year | -4.18 | 10.68 | -39% |
| Returns for 3 years | -13.39 | 33.00 | -41% |
| Returns for 5 years | -25.31 | 31.77 | -80% |
| Returns for 10 years | -20.85 | 185.98 | -11% |
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