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LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
ClearBridge Small Cap R
Price$62.03
Change-$1.43 (-2.25%)
VolumeN/A
Net Assets771.38M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
LMARX vs NAESX Comparison Chart
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LMARX vs. NAESX commentary
Feb 23, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LMARX (771M). 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 : 11.22 vs. LMARX (5.70). NAESX return over 5 years is better than : 44.30 vs. LMARX (8.48).
| 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 | 0.242 | -0.321 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 5.70 | 11.22 | 51% |
| Returns for 3 years | 2.74 | 18.76 | 15% |
| Returns for 5 years | 8.48 | 44.30 | 19% |
| Returns for 10 years | 32.57 | 105.17 | 31% |
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