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LMASX vs NAESX
LMASX vs NAESX Comparison
Open Charts LMASX vs NAESX
ClearBridge Small Cap C
Price$31.93
Change+$0.64 (+2.05%)
VolumeN/A
Net Assets654.65M
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
LMASX vs NAESX Comparison Chart
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LMASX vs. NAESX commentary
May 09, 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 LMASX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. LMASX (655M). NAESX pays higher dividends than LMASX: NAESX (1.43) vs LMASX (0.42). LMASX was incepted earlier than NAESX: LMASX (39 years) vs NAESX (65 years). LMASX (1.86) is less costly to investors than NAESX (0.17). LMASX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). LMASX has a lower initial minimum investment than NAESX: LMASX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.09 vs. LMASX (-9.51). NAESX return over 5 years is better than : 65.08 vs. LMASX (14.02).
| LMASX | NAESX | LMASX / NAESX | |
| Total Expense Ratio | 1.85 | 0.17 | 1,088% |
| Annual Report Gross Expense Ratio | 1.86 | 0.17 | 1,094% |
| Fund Existence | 39 years | 65 years | - |
| Gain YTD | -10.626 | -8.414 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 140B | 0% |
| Annual Yield % from dividends | 0.42 | 1.43 | 29% |
| Returns for 1 year | -9.51 | -0.09 | 10,435% |
| Returns for 3 years | -5.25 | 20.27 | -26% |
| Returns for 5 years | 14.02 | 65.08 | 22% |
| Returns for 10 years | -7.84 | 87.81 | -9% |
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