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LSSCX vs NAESX
LSSCX vs NAESX Comparison
Open Charts LSSCX vs NAESX
Loomis Sayles Small Cap Value Instl
Price$24.25
Change+$0.21 (+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
LSSCX vs NAESX Comparison Chart in %
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LSSCX 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 LSSCX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. LSSCX (335M). NAESX pays higher dividends than LSSCX: NAESX (1.21) vs LSSCX (0.26). LSSCX was incepted earlier than NAESX: LSSCX (35 years) vs NAESX (65 years). LSSCX (0.96) is less costly to investors than NAESX (0.17). LSSCX is a more actively managed with annual turnover of: 25.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than LSSCX: NAESX (3000) vs LSSCX (100000). NAESX annual gain was more profitable for investors over the last year : 4.21 vs. LSSCX (-7.47). NAESX return over 5 years is better than : 42.60 vs. LSSCX (-11.88).
| LSSCX | NAESX | LSSCX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 35 years | 65 years | - |
| Gain YTD | 8.598 | 10.991 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 163B | 0% |
| Annual Yield % from dividends | 0.26 | 1.21 | 22% |
| Returns for 1 year | -7.47 | 4.21 | -177% |
| Returns for 3 years | -5.09 | 41.52 | -12% |
| Returns for 5 years | -11.88 | 42.60 | -28% |
| Returns for 10 years | -24.92 | 152.64 | -16% |
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