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LGASX vs NAESX
LGASX vs NAESX Comparison
Open Charts LGASX vs NAESX
ClearBridge Small Cap FI
Price$58.85
Change-$1.94 (-3.19%)
VolumeN/A
Net Assets687.85M
Vanguard Small Cap Index I
Price$108.66
Change-$3.08 (-2.76%)
VolumeN/A
Net Assets139.54B
LGASX vs NAESX Comparison Chart
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LGASX vs. NAESX commentary
May 23, 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 LGASX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. LGASX (688M). NAESX pays higher dividends than LGASX: NAESX (1.43) vs LGASX (0.51). LGASX was incepted earlier than NAESX: LGASX (21 years) vs NAESX (65 years). LGASX (1.32) is less costly to investors than NAESX (0.17). LGASX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). LGASX has a lower initial minimum investment than NAESX: LGASX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 3.90 vs. LGASX (-2.43). NAESX return over 5 years is better than : 72.06 vs. LGASX (38.36).
| LGASX | NAESX | LGASX / NAESX | |
| Total Expense Ratio | 1.07 | 0.17 | 629% |
| Annual Report Gross Expense Ratio | 1.32 | 0.17 | 776% |
| Fund Existence | 21 years | 65 years | - |
| Gain YTD | -5.576 | -2.877 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 140B | 0% |
| Annual Yield % from dividends | 0.51 | 1.43 | 36% |
| Returns for 1 year | -2.43 | 3.90 | -62% |
| Returns for 3 years | 5.64 | 27.11 | 21% |
| Returns for 5 years | 38.36 | 72.06 | 53% |
| Returns for 10 years | 25.11 | 96.13 | 26% |
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