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LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
ClearBridge Small Cap R
Price$63.87
Change-$0.16 (-0.25%)
VolumeN/A
Net Assets720.75M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
LMARX vs NAESX Comparison Chart in %
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LMARX vs. NAESX commentary
Oct 19, 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: 162B vs. LMARX (721M). NAESX pays higher dividends than LMARX: NAESX (1.23) vs LMARX (0.13). LMARX was incepted earlier than NAESX: LMARX (19 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 : 4.94 vs. LMARX (-2.06). NAESX return over 5 years is better than : 55.32 vs. LMARX (26.82).
| LMARX | NAESX | LMARX / NAESX | |
| Total Expense Ratio | 1.43 | 0.17 | 841% |
| Annual Report Gross Expense Ratio | 1.43 | 0.17 | 841% |
| Fund Existence | 19 years | 65 years | - |
| Gain YTD | 3.474 | 5.604 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 721M | 162B | 0% |
| Annual Yield % from dividends | 0.13 | 1.23 | 10% |
| Returns for 1 year | -2.06 | 4.94 | -42% |
| Returns for 3 years | 23.62 | 41.95 | 56% |
| Returns for 5 years | 26.82 | 55.32 | 48% |
| Returns for 10 years | 39.89 | 130.22 | 31% |
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