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LISGX vs NAESX
LISGX vs NAESX Comparison
Open Charts LISGX vs NAESX
ClearBridge Small Cap IS
Price$69.83
Change-$1.60 (-2.24%)
VolumeN/A
Net Assets789.28M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
LISGX vs NAESX Comparison Chart
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LISGX vs. NAESX commentary
Feb 22, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LISGX (789M). 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 : 16.60 vs. LISGX (9.61). NAESX return over 5 years is better than : 49.59 vs. LISGX (16.82).
| 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 | 2.644 | 3.335 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 161B | 0% |
| Annual Yield % from dividends | 0.53 | 1.31 | 40% |
| Returns for 1 year | 9.61 | 16.60 | 58% |
| Returns for 3 years | 6.55 | 21.37 | 31% |
| Returns for 5 years | 16.82 | 49.59 | 34% |
| Returns for 10 years | N/A | 112.92 | - |
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