Interact to see
Advertisement
Advertisement
LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
ClearBridge Small Cap R
Price$62.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets719.26M
Vanguard Small Cap Index I
Price$117.71
Change-$0.46 (-0.39%)
VolumeN/A
Net Assets153.28B
LMARX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMARX vs. NAESX commentary
Jul 29, 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 LMARX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LMARX (719M). NAESX pays higher dividends than LMARX: NAESX (1.28) vs LMARX (0.14). LMARX was incepted earlier than NAESX: LMARX (19 years) vs NAESX (65 years). LMARX (1.43) is less costly to investors than NAESX (0.17). LMARX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). LMARX has a lower initial minimum investment than NAESX: LMARX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 6.66 vs. LMARX (-2.60). NAESX return over 5 years is better than : 62.91 vs. LMARX (28.32).
| LMARX | NAESX | LMARX / NAESX | |
| Total Expense Ratio | 1.43 | 0.17 | 841% |
| Annual Report Gross Expense Ratio | 1.43 | 0.17 | 841% |
| Fund Existence | 19 years | 65 years | - |
| Gain YTD | 0.469 | 2.781 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 153B | 0% |
| Annual Yield % from dividends | 0.14 | 1.28 | 11% |
| Returns for 1 year | -2.60 | 6.66 | -39% |
| Returns for 3 years | 7.81 | 28.01 | 28% |
| Returns for 5 years | 28.32 | 62.91 | 45% |
| Returns for 10 years | 29.82 | 111.57 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement