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LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
ClearBridge Small Cap R
Price$51.79
Change-$2.24 (-4.15%)
VolumeN/A
Net Assets651.58M
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
LMARX vs NAESX Comparison Chart
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LMARX vs. NAESX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. LMARX (652M). NAESX pays higher dividends than LMARX: NAESX (1.39) vs LMARX (0.14). LMARX was incepted earlier than NAESX: LMARX (18 years) vs NAESX (65 years). LMARX (1.46) is less costly to investors than NAESX (0.17). LMARX is a more actively managed with annual turnover of: 33.00 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 : -3.54 vs. LMARX (-8.91). NAESX return over 5 years is better than : 71.00 vs. LMARX (33.70).
| LMARX | NAESX | LMARX / NAESX | |
| Total Expense Ratio | 1.45 | 0.17 | 853% |
| Annual Report Gross Expense Ratio | 1.46 | 0.17 | 859% |
| Fund Existence | 18 years | 65 years | - |
| Gain YTD | -12.686 | -11.734 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 143B | 0% |
| Annual Yield % from dividends | 0.14 | 1.39 | 10% |
| Returns for 1 year | -8.91 | -3.54 | 252% |
| Returns for 3 years | -11.07 | 4.24 | -261% |
| Returns for 5 years | 33.70 | 71.00 | 47% |
| Returns for 10 years | 12.47 | 78.67 | 16% |
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