Interact to see
Advertisement
Advertisement
LSVAX vs NAESX
LSVAX vs NAESX Comparison
Open Charts LSVAX vs NAESX
Loomis Sayles Small Cap Value Admin
Price$17.83
Change-$1.67 (-8.56%)
VolumeN/A
Net Assets341.64M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
LSVAX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVAX vs. NAESX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LSVAX (342M). NAESX pays higher dividends than LSVAX: NAESX (1.16) vs LSVAX (0.75). 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: 36.00 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 : 10.68 vs. LSVAX (-6.60). NAESX return over 5 years is better than : 31.77 vs. LSVAX (-31.60).
| 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 | 7.799 | 5.519 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 162B | 0% |
| Annual Yield % from dividends | 0.75 | 1.16 | 65% |
| Returns for 1 year | -6.60 | 10.68 | -62% |
| Returns for 3 years | -18.65 | 33.00 | -57% |
| Returns for 5 years | -31.60 | 31.77 | -99% |
| Returns for 10 years | -29.92 | 185.98 | -16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers