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LGASX vs NAESX
LGASX vs NAESX Comparison
Open Charts LGASX vs NAESX
ClearBridge Small Cap FI
Price$60.04
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets672.69M
Vanguard Small Cap Index I
Price$110.90
Change+$0.07 (+0.06%)
VolumeN/A
Net Assets147.56B
LGASX vs NAESX Comparison Chart in %
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LGASX vs. NAESX commentary
Jun 21, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LGASX (673M). NAESX pays higher dividends than LGASX: NAESX (1.35) vs LGASX (0.50). 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 : 6.37 vs. LGASX (0.48). NAESX return over 5 years is better than : 60.96 vs. LGASX (30.14).
| 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 | -6.695 | -3.668 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 148B | 0% |
| Annual Yield % from dividends | 0.50 | 1.35 | 37% |
| Returns for 1 year | 0.48 | 6.37 | 7% |
| Returns for 3 years | 12.25 | 35.56 | 34% |
| Returns for 5 years | 30.14 | 60.96 | 49% |
| Returns for 10 years | 20.77 | 92.61 | 22% |
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