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LGASX vs NAESX
LGASX vs NAESX Comparison
Open Charts LGASX vs NAESX
ClearBridge Small Cap FI
Price$66.74
Change+$0.41 (+0.62%)
VolumeN/A
Net Assets897.83M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
LGASX vs NAESX Comparison Chart
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LGASX vs. NAESX commentary
Jan 19, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. LGASX (898M). NAESX pays higher dividends than LGASX: NAESX (1.31) vs LGASX (0.25). LGASX was incepted earlier than NAESX: LGASX (20 years) vs NAESX (64 years). LGASX is a more actively managed with annual turnover of: 37.00 vs. NAESX (12.00). 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 : 21.23 vs. LGASX (12.22). NAESX return over 5 years is better than : 48.81 vs. LGASX (8.45).
| LGASX | NAESX | LGASX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 64 years | - |
| Gain YTD | 3.029 | 3.370 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 898M | 155B | 1% |
| Annual Yield % from dividends | 0.25 | 1.31 | 19% |
| Returns for 1 year | 12.22 | 21.23 | 58% |
| Returns for 3 years | 1.42 | 17.16 | 8% |
| Returns for 5 years | 8.45 | 48.81 | 17% |
| Returns for 10 years | 49.00 | 126.44 | 39% |