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LSSCX vs NAESX
LSSCX vs NAESX Comparison
Open Charts LSSCX vs NAESX
Loomis Sayles Small Cap Value Instl
Price$22.93
Change+$0.23 (+1.01%)
VolumeN/A
Net Assets343.8M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LSSCX vs NAESX Comparison Chart in %
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LSSCX vs. NAESX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LSSCX (344M). 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). 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 : 8.46 vs. LSSCX (-8.10). NAESX return over 5 years is better than : 66.66 vs. LSSCX (2.78).
| LSSCX | NAESX | LSSCX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 34 years | 65 years | - |
| Gain YTD | 2.687 | 2.781 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 153B | 0% |
| Annual Yield % from dividends | 0.28 | 1.28 | 22% |
| Returns for 1 year | -8.10 | 8.46 | -96% |
| Returns for 3 years | -6.88 | 34.15 | -20% |
| Returns for 5 years | 2.78 | 66.66 | 4% |
| Returns for 10 years | -32.88 | 114.71 | -29% |
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