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LISGX vs NAESX
LISGX vs NAESX Comparison
Open Charts LISGX vs NAESX
ClearBridge Small Cap IS
Price$73.31
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets738.09M
Vanguard Small Cap Index I
Price$122.36
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
LISGX vs NAESX Comparison Chart in %
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LISGX vs. NAESX commentary
Sep 17, 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: 161B vs. LISGX (738M). NAESX pays higher dividends than LISGX: NAESX (1.20) vs LISGX (0.69). 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 : 10.47 vs. LISGX (4.71). NAESX return over 5 years is better than : 66.22 vs. LISGX (40.65).
| 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 | 5.346 | 6.555 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 738M | 161B | 0% |
| Annual Yield % from dividends | 0.69 | 1.20 | 58% |
| Returns for 1 year | 4.71 | 10.47 | 45% |
| Returns for 3 years | 25.23 | 39.00 | 65% |
| Returns for 5 years | 40.65 | 66.22 | 61% |
| Returns for 10 years | N/A | 132.70 | - |
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