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LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
ClearBridge Small Cap R
Price$64.56
Change-$0.49 (-0.75%)
VolumeN/A
Net Assets736.58M
Vanguard Small Cap Index I
Price$120.93
Change-$1.20 (-0.98%)
VolumeN/A
Net Assets161.26B
LMARX vs NAESX Comparison Chart in %
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LMARX vs. NAESX commentary
Sep 27, 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 (737M). NAESX pays higher dividends than LMARX: NAESX (1.20) 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 : 8.87 vs. LMARX (4.09). NAESX return over 5 years is better than : 71.52 vs. LMARX (40.04).
| 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 | 5.123 | 6.225 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737M | 161B | 0% |
| Annual Yield % from dividends | 0.13 | 1.20 | 10% |
| Returns for 1 year | 4.09 | 8.87 | 46% |
| Returns for 3 years | 33.08 | 51.12 | 65% |
| Returns for 5 years | 40.04 | 71.52 | 56% |
| Returns for 10 years | 50.04 | 147.18 | 34% |
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