Interact to see
Advertisement
Advertisement
LSVAX vs NAESX
LSVAX vs NAESX Comparison
Open Charts LSVAX vs NAESX
Loomis Sayles Small Cap Value Admin
Price$19.17
Change-$0.33 (-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
LSVAX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVAX 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 LSVAX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LSVAX (318M). NAESX pays higher dividends than LSVAX: NAESX (1.22) 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 : 1.42 vs. LSVAX (-14.17). NAESX return over 5 years is better than : 48.22 vs. LSVAX (-19.25).
| 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 | 2.686 | 6.726 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | -14.17 | 1.42 | -996% |
| Returns for 3 years | -17.02 | 33.14 | -51% |
| Returns for 5 years | -19.25 | 48.22 | -40% |
| Returns for 10 years | -39.50 | 137.58 | -29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RAIRX | 28.96 | 0.25 | +0.87% |
| Manning & Napier Rainier Intl Discv Z | |||
| HISIX | 11.44 | 0.08 | +0.70% |
| Homestead International Equity | |||
| LVOPX | 18.29 | 0.10 | +0.55% |
| Lord Abbett Value Opportunities P | |||
| CDDRX | 38.07 | 0.18 | +0.48% |
| Columbia Dividend Income Inst2 | |||
| MRLRX | 20.57 | 0.04 | +0.19% |
| BlackRock Advantage Large Cap Core R | |||