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LISGX vs NAESX
LISGX vs NAESX Comparison
Open Charts LISGX vs NAESX
ClearBridge Small Cap IS
Price$71.48
Change-$0.55 (-0.76%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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LISGX vs NAESX Comparison Chart
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LISGX vs. NAESX commentary
Sep 21, 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 LISGX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. LISGX (1B). NAESX pays higher dividends than LISGX: NAESX (1.31) vs LISGX (0.53). LISGX was incepted earlier than NAESX: LISGX (7 years) vs NAESX (64 years). LISGX is a more actively managed with annual turnover of: 37.00 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 : 20.72 vs. LISGX (13.20). NAESX return over 5 years is better than : 51.64 vs. LISGX (19.59).
| LISGX | NAESX | LISGX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 64 years | - |
| Gain YTD | 6.121 | 9.695 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 149B | 1% |
| Annual Yield % from dividends | 0.53 | 1.31 | 40% |
| Returns for 1 year | 13.20 | 20.72 | 64% |
| Returns for 3 years | -7.94 | 5.63 | -141% |
| Returns for 5 years | 19.59 | 51.64 | 38% |
| Returns for 10 years | N/A | 113.34 | - |
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