LLSCX
Price
$27.27
Change
+$0.12 (+0.44%)
Updated
Jan 17 closing price
Net Assets
678.16M
NAESX
Price
$119.03
Change
+$0.48 (+0.40%)
Updated
Jan 17 closing price
Net Assets
155.27B
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LLSCX vs NAESX

Header iconLLSCX vs NAESX Comparison
Open Charts LLSCX vs NAESXBanner chart's image
Longleaf Partners Small-Cap
Price$27.27
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets678.16M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
LLSCX vs NAESX Comparison Chart
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LLSCX 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 LLSCX is a Hold and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. LLSCX (678M). NAESX pays higher dividends than LLSCX: NAESX (1.31) vs LLSCX (0.88). LLSCX was incepted earlier than NAESX: LLSCX (36 years) vs NAESX (64 years). LLSCX is a more actively managed with annual turnover of: 24.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than LLSCX: NAESX (3000) vs LLSCX (10000). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. LLSCX (9.46). NAESX return over 5 years is better than : 48.81 vs. LLSCX (18.45).
LLSCXNAESXLLSCX / NAESX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence36 years64 years-
Gain YTD-0.3293.370-10%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets678M155B0%
Annual Yield % from dividends0.881.3167%
Returns for 1 year9.4621.2345%
Returns for 3 years7.2417.1642%
Returns for 5 years18.4548.8138%
Returns for 10 years5.44126.444%
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