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LISGX vs NAESX
LISGX vs NAESX Comparison
Open Charts LISGX vs NAESX
ClearBridge Small Cap IS
Price$64.56
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets670.62M
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
LISGX vs NAESX Comparison Chart
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LISGX vs. NAESX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LISGX (671M). NAESX pays higher dividends than LISGX: NAESX (1.35) vs LISGX (0.80). 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 (13.00). 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 : 4.88 vs. LISGX (-1.81). NAESX return over 5 years is better than : 52.45 vs. LISGX (23.61).
| 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 | -7.156 | -3.929 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 148B | 0% |
| Annual Yield % from dividends | 0.80 | 1.35 | 59% |
| Returns for 1 year | -1.81 | 4.88 | -37% |
| Returns for 3 years | -1.15 | 18.26 | -6% |
| Returns for 5 years | 23.61 | 52.45 | 45% |
| Returns for 10 years | N/A | 95.90 | - |
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