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LISGX vs NAESX
LISGX vs NAESX Comparison
Open Charts LISGX vs NAESX
ClearBridge Small Cap IS
Price$72.14
Change+$0.44 (+0.61%)
VolumeN/A
Net Assets812.67M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
LISGX vs NAESX Comparison Chart
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LISGX vs. NAESX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. LISGX (813M). 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 : 21.23 vs. LISGX (13.56). NAESX return over 5 years is better than : 48.81 vs. LISGX (12.74).
| 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 | 3.664 | 3.370 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 155B | 1% |
| Annual Yield % from dividends | 0.53 | 1.31 | 40% |
| Returns for 1 year | 13.56 | 21.23 | 64% |
| Returns for 3 years | 3.83 | 17.16 | 22% |
| Returns for 5 years | 12.74 | 48.81 | 26% |
| Returns for 10 years | N/A | 126.44 | - |
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