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LMASX vs NAESX
LMASX vs NAESX Comparison
Open Charts LMASX vs NAESX
ClearBridge Small Cap C
Price$29.74
Change+$0.47 (+1.61%)
VolumeN/A
Net Assets622.42M
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
LMASX vs NAESX Comparison Chart
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LMASX vs. NAESX commentary
Apr 12, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. LMASX (622M). NAESX pays higher dividends than LMASX: NAESX (1.39) vs LMASX (0.40). 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 (12.00). 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 : -7.81 vs. LMASX (-15.40). NAESX return over 5 years is better than : 63.69 vs. LMASX (13.67).
| 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 | -16.395 | -15.507 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 143B | 0% |
| Annual Yield % from dividends | 0.40 | 1.39 | 29% |
| Returns for 1 year | -15.40 | -7.81 | 197% |
| Returns for 3 years | -18.79 | -0.30 | 6,359% |
| Returns for 5 years | 13.67 | 63.69 | 21% |
| Returns for 10 years | -15.35 | 70.97 | -22% |
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