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LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
ClearBridge Small Cap R
Price$56.35
Change-$0.17 (-0.30%)
VolumeN/A
Net Assets665.5M
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
LMARX vs NAESX Comparison Chart
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LMARX vs. NAESX commentary
May 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. LMARX (665M). NAESX pays higher dividends than LMARX: NAESX (1.43) vs LMARX (0.15). 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 : 0.34 vs. LMARX (-6.08). NAESX return over 5 years is better than : 67.63 vs. LMARX (30.81).
| 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 | -8.937 | -6.997 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 140B | 0% |
| Annual Yield % from dividends | 0.15 | 1.43 | 10% |
| Returns for 1 year | -6.08 | 0.34 | -1,763% |
| Returns for 3 years | 1.46 | 22.70 | 6% |
| Returns for 5 years | 30.81 | 67.63 | 46% |
| Returns for 10 years | 19.74 | 91.04 | 22% |