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LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
ClearBridge Small Cap R
Price$57.39
Change-$1.04 (-1.78%)
VolumeN/A
Net Assets670.8M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
LMARX vs NAESX Comparison Chart
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LMARX vs. NAESX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LMARX (671M). NAESX pays higher dividends than LMARX: NAESX (1.35) vs LMARX (0.14). LMARX was incepted earlier than NAESX: LMARX (18 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 : 6.92 vs. LMARX (0.66). NAESX return over 5 years is better than : 65.86 vs. LMARX (31.38).
| LMARX | NAESX | LMARX / NAESX | |
| Total Expense Ratio | 1.43 | 0.17 | 841% |
| Annual Report Gross Expense Ratio | 1.43 | 0.17 | 841% |
| Fund Existence | 18 years | 65 years | - |
| Gain YTD | -5.575 | -2.825 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 148B | 0% |
| Annual Yield % from dividends | 0.14 | 1.35 | 11% |
| Returns for 1 year | 0.66 | 6.92 | 10% |
| Returns for 3 years | 8.58 | 33.42 | 26% |
| Returns for 5 years | 31.38 | 65.86 | 48% |
| Returns for 10 years | 19.86 | 96.04 | 21% |
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