LSSCX
Price
$22.67
Change
+$0.15 (+0.67%)
Updated
Jul 3 closing price
Net Assets
341.73M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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LSSCX vs NAESX

Header iconLSSCX vs NAESX Comparison
Open Charts LSSCX vs NAESXBanner chart's image
Loomis Sayles Small Cap Value Instl
Price$22.67
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets341.73M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LSSCX vs NAESX Comparison Chart in %
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LSSCX vs. NAESX commentary
Jul 07, 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 Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LSSCX (342M). NAESX pays higher dividends than LSSCX: NAESX (1.28) vs LSSCX (0.28). LSSCX was incepted earlier than NAESX: LSSCX (34 years) vs NAESX (65 years). LSSCX (0.96) is less costly to investors than NAESX (0.17). 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 : 12.22 vs. LSSCX (-3.35). NAESX return over 5 years is better than : 69.32 vs. LSSCX (5.22).
LSSCXNAESXLSSCX / NAESX
Total Expense Ratio0.900.17529%
Annual Report Gross Expense Ratio0.960.17565%
Fund Existence34 years65 years-
Gain YTD1.5231.432106%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets342M148B0%
Annual Yield % from dividends0.281.2822%
Returns for 1 year-3.3512.22-27%
Returns for 3 years-2.8437.83-7%
Returns for 5 years5.2269.328%
Returns for 10 years-35.67108.83-33%
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