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LGASX vs NAESX
LGASX vs NAESX Comparison
Open Charts LGASX vs NAESX
ClearBridge Small Cap FI
Price$64.40
Change-$2.51 (-3.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
LGASX vs NAESX Comparison Chart
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LGASX vs. NAESX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. LGASX (996M). 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 : 19.54 vs. LGASX (11.09). NAESX return over 5 years is better than : 53.79 vs. LGASX (10.69).
| 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 | 8.084 | 17.994 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 167B | 1% |
| Annual Yield % from dividends | 0.25 | 1.31 | 19% |
| Returns for 1 year | 11.09 | 19.54 | 57% |
| Returns for 3 years | 3.68 | 15.71 | 23% |
| Returns for 5 years | 10.69 | 53.79 | 20% |
| Returns for 10 years | 44.55 | 124.30 | 36% |
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