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LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
Loomis Sayles Small Cap Value Retail
Price$23.26
Change+$0.20 (+0.87%)
VolumeN/A
Net Assets334.78M
Vanguard Small Cap Index I
Price$127.53
Change+$1.43 (+1.13%)
VolumeN/A
Net Assets163.34B
LSCRX vs NAESX Comparison Chart in %
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LSCRX vs. NAESX commentary
Dec 13, 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: 163B vs. LSCRX (335M). 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 : 4.21 vs. LSCRX (-8.04). NAESX return over 5 years is better than : 42.60 vs. LSCRX (-14.15).
| 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 | 8.337 | 10.991 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 163B | 0% |
| Annual Yield % from dividends | 0.03 | 1.21 | 2% |
| Returns for 1 year | -8.04 | 4.21 | -191% |
| Returns for 3 years | -6.75 | 41.52 | -16% |
| Returns for 5 years | -14.15 | 42.60 | -33% |
| Returns for 10 years | -27.82 | 152.64 | -18% |
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