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LSVAX vs NAESX
LSVAX vs NAESX Comparison
Open Charts LSVAX vs NAESX
Loomis Sayles Small Cap Value Admin
Price$20.17
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets348.28M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
LSVAX vs NAESX Comparison Chart in %
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LSVAX vs. NAESX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LSVAX (348M). NAESX pays higher dividends than LSVAX: NAESX (1.20) 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 : 13.62 vs. LSVAX (-1.99). NAESX return over 5 years is better than : 66.60 vs. LSVAX (-6.79).
| 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 | 6.214 | 6.494 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -1.99 | 13.62 | -15% |
| Returns for 3 years | -8.40 | 39.23 | -21% |
| Returns for 5 years | -6.79 | 66.60 | -10% |
| Returns for 10 years | -36.53 | 132.36 | -28% |
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