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LISGX vs NAESX
LISGX vs NAESX Comparison
Open Charts LISGX vs NAESX
ClearBridge Small Cap IS
Price$68.90
Change+$0.20 (+0.29%)
VolumeN/A
Net Assets702.69M
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
LISGX vs NAESX Comparison Chart in %
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LISGX vs. NAESX commentary
Aug 10, 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: 154B vs. LISGX (703M). NAESX pays higher dividends than LISGX: NAESX (1.25) vs LISGX (0.74). 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 : 9.46 vs. LISGX (3.18). NAESX return over 5 years is better than : 54.21 vs. LISGX (28.40).
| 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 | -0.992 | 0.067 | -1,482% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 154B | 0% |
| Annual Yield % from dividends | 0.74 | 1.25 | 59% |
| Returns for 1 year | 3.18 | 9.46 | 34% |
| Returns for 3 years | 9.09 | 23.97 | 38% |
| Returns for 5 years | 28.40 | 54.21 | 52% |
| Returns for 10 years | N/A | 108.86 | - |
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