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LISGX vs NAESX
LISGX vs NAESX Comparison
Open Charts LISGX vs NAESX
ClearBridge Small Cap IS
Price$60.04
Change+$0.69 (+1.16%)
VolumeN/A
Net Assets630.14M
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
LISGX vs NAESX Comparison Chart
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LISGX vs. NAESX commentary
Apr 18, 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 LISGX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. LISGX (630M). NAESX pays higher dividends than LISGX: NAESX (1.39) vs LISGX (0.78). LISGX was incepted earlier than NAESX: LISGX (8 years) vs NAESX (65 years). LISGX (0.75) is less costly to investors than NAESX (0.17). LISGX is a more actively managed with annual turnover of: 33.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than LISGX: NAESX (3000) vs LISGX (1000000). NAESX annual gain was more profitable for investors over the last year : -2.42 vs. LISGX (-5.90). NAESX return over 5 years is better than : 66.71 vs. LISGX (41.55).
| LISGX | NAESX | LISGX / NAESX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.75 | 0.17 | 441% |
| Fund Existence | 8 years | 65 years | - |
| Gain YTD | -13.723 | -14.464 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 143B | 0% |
| Annual Yield % from dividends | 0.78 | 1.39 | 56% |
| Returns for 1 year | -5.90 | -2.42 | 244% |
| Returns for 3 years | -10.84 | 0.49 | -2,229% |
| Returns for 5 years | 41.55 | 66.71 | 62% |
| Returns for 10 years | N/A | 73.20 | - |
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