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LSSCX vs NAESX
LSSCX vs NAESX Comparison
Open Charts LSSCX vs NAESX
Loomis Sayles Small Cap Value Instl
Price$22.64
Change-$0.39 (-1.69%)
VolumeN/A
Net Assets317.51M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
LSSCX vs NAESX Comparison Chart in %
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LSSCX vs. NAESX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LSSCX (318M). NAESX pays higher dividends than LSSCX: NAESX (1.22) vs LSSCX (0.27). 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 : 1.42 vs. LSSCX (-12.33). NAESX return over 5 years is better than : 48.22 vs. LSSCX (-11.38).
| 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 | 3.135 | 6.726 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 162B | 0% |
| Annual Yield % from dividends | 0.27 | 1.22 | 22% |
| Returns for 1 year | -12.33 | 1.42 | -866% |
| Returns for 3 years | -11.45 | 33.14 | -35% |
| Returns for 5 years | -11.38 | 48.22 | -24% |
| Returns for 10 years | -30.52 | 137.58 | -22% |
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