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LSVAX vs NAESX
LSVAX vs NAESX Comparison
Open Charts LSVAX vs NAESX
Loomis Sayles Small Cap Value Admin
Price$19.44
Change+$0.19 (+0.99%)
VolumeN/A
Net Assets343.8M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LSVAX vs NAESX Comparison Chart in %
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LSVAX vs. NAESX commentary
Jul 28, 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 LSVAX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LSVAX (344M). NAESX pays higher dividends than LSVAX: NAESX (1.28) vs LSVAX (0.00). LSVAX was incepted earlier than NAESX: LSVAX (28 years) vs NAESX (65 years). LSVAX (1.47) is less costly to investors than NAESX (0.17). LSVAX is a more actively managed with annual turnover of: 25.00 vs. NAESX (13.00). LSVAX has a lower initial minimum investment than NAESX: LSVAX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. LSVAX (-10.08). NAESX return over 5 years is better than : 66.66 vs. LSVAX (-6.45).
| LSVAX | NAESX | LSVAX / NAESX | |
| Total Expense Ratio | 1.40 | 0.17 | 824% |
| Annual Report Gross Expense Ratio | 1.47 | 0.17 | 865% |
| Fund Existence | 28 years | 65 years | - |
| Gain YTD | 2.370 | 2.781 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -10.08 | 8.46 | -119% |
| Returns for 3 years | -12.79 | 34.15 | -37% |
| Returns for 5 years | -6.45 | 66.66 | -10% |
| Returns for 10 years | -41.55 | 114.71 | -36% |
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