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LSCRX vs NAESX
LSCRX vs NAESX Comparison
Open Charts LSCRX vs NAESX
Loomis Sayles Small Cap Value Retail
Price$21.76
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets341.73M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LSCRX vs NAESX Comparison Chart in %
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LSCRX vs. NAESX commentary
Jul 06, 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: 148B vs. LSCRX (342M). 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 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 : 12.22 vs. LSCRX (-3.99). NAESX return over 5 years is better than : 69.32 vs. LSCRX (2.43).
| 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 | 1.351 | 1.432 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 148B | 0% |
| Annual Yield % from dividends | 0.03 | 1.28 | 2% |
| Returns for 1 year | -3.99 | 12.22 | -33% |
| Returns for 3 years | -4.62 | 37.83 | -12% |
| Returns for 5 years | 2.43 | 69.32 | 4% |
| Returns for 10 years | -38.17 | 108.83 | -35% |