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LGASX vs NAESX
LGASX vs NAESX Comparison
Open Charts LGASX vs NAESX
ClearBridge Small Cap FI
Price$56.27
Change+$4.38 (+8.44%)
VolumeN/A
Net Assets601.73M
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
LGASX vs NAESX Comparison Chart
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LGASX vs. NAESX commentary
Apr 11, 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: 143B vs. LGASX (602M). NAESX pays higher dividends than LGASX: NAESX (1.39) vs LGASX (0.49). LGASX was incepted earlier than NAESX: LGASX (21 years) vs NAESX (65 years). LGASX (1.21) is less costly to investors than NAESX (0.17). LGASX is a more actively managed with annual turnover of: 33.00 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 : -13.70 vs. LGASX (-17.75). NAESX return over 5 years is better than : 56.35 vs. LGASX (25.65).
| LGASX | NAESX | LGASX / NAESX | |
| Total Expense Ratio | 1.07 | 0.17 | 629% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 21 years | 65 years | - |
| Gain YTD | -19.400 | -19.296 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 143B | 0% |
| Annual Yield % from dividends | 0.49 | 1.39 | 35% |
| Returns for 1 year | -17.75 | -13.70 | 130% |
| Returns for 3 years | -17.64 | -5.18 | 340% |
| Returns for 5 years | 25.65 | 56.35 | 46% |
| Returns for 10 years | 7.34 | 63.14 | 12% |
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