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LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
ClearBridge Small Cap R
Price$61.91
Change-$2.41 (-3.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
LMARX vs NAESX Comparison Chart
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LMARX vs. NAESX commentary
Dec 19, 2024
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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. LMARX (996M). NAESX pays higher dividends than LMARX: NAESX (1.31) vs LMARX (0.00). LMARX was incepted earlier than NAESX: LMARX (18 years) vs NAESX (64 years). LMARX is a more actively managed with annual turnover of: 37.00 vs. NAESX (12.00). 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 : 19.54 vs. LMARX (10.56). NAESX return over 5 years is better than : 53.79 vs. LMARX (8.65).
| LMARX | NAESX | LMARX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 64 years | - |
| Gain YTD | 7.584 | 17.994 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 167B | 1% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 10.56 | 19.54 | 54% |
| Returns for 3 years | 2.78 | 15.71 | 18% |
| Returns for 5 years | 8.65 | 53.79 | 16% |
| Returns for 10 years | 39.76 | 124.30 | 32% |
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